Blog

As we enter a brand new year, many will make resolutions.  Have you found that with your every day busy life, your home may be more cluttered than you would like?   Learn 4 ways of Tidying Up that can help you reduce the stress and anxiety in your home...

As many of us are concerned about what we put into our bodies to keep healthy, have you considered what foods would be better for your brain health as we age?   Learn more in this Globe and Mail article

Many Canadians are charitably minded, however this can be a very personal matter.  Some want to give, but think their gift is too small. Some want to give and want to stay anonymous.  Others want to give but want to take some time to decide before funding...

It's not uncommon for businesses to rely on a single or a few key people for the successful operation of the company. Would your business be impacted if one of the partners or key employees passed away or became unable to work? Would you have the sufficient...

As year-end approaches, taking some time to review your financial affairs may yield significant tax savings. To ensure that you leave no stone unturned, we have summarized some common year-end tax planning strategies in this article.   Click to read:...

Our Global Insight Monthly offers perspectives from the Global Portfolio Advisory Committee on a variety of different topics.

There are many tax, investment and estate planning strategies available throughout an individual's lifetime, but there are also some that are more relevant for seniors or that apply specifically to those age 65 and over. Review this checklist and feel...

I'm proud that my investment approach offers my clients the knowledge that an independent, objective and unbiased research and analysis is done on their behalf.  The investment options and research we use includes those from the best in class of the global...

Have you noticed that when you start getting busy with life, your career, your family, or your business; things start getting complicated.  Are you like many individuals and families who have not started thinking about or documenting your estate plan?...