Top scams of 2024: What to watch for

Top scams of 2024: What to watch for

 October 30, 2024 |Portfolio Advisor – Fall 2024

One of the best ways to protect yourself from fraud is to be aware of the most common scams that fraudsters are leaning into right now. Learn some of the top scams of this year and how to protect yourself against them.

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Navigating turbulent waters: Staying the course through geopolitical volatility

Navigating turbulent waters: Staying the course through geopolitical volatility

 October 29, 2024 |Portfolio Advisor – Fall 2024
When the world seems chaotic, it is natural to worry about your investments. Wars, political upheaval, and global events can deliver major volatility shocks to investment markets. During these troubled periods, some investors might think “Should I change...
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Peak performance pressure – Navigating the market's high altitude with confidence

Peak performance pressure – Navigating the market's high altitude with confidence

 October 29, 2024 |Portfolio Advisor – Fall 2024
In the world of investing, the phrase "all-time high" often triggers a mix of excitement and apprehension. As prominent indices like the S&P 500 and the S&P/TSX Composite continue to set new record highs, many investors find themselves wondering: Is this...
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Around the world in 80 seconds

Around the world in 80 seconds

 October 29, 2024 |Portfolio Advisor – Fall 2024
Canada With inflation now largely contained and within their target range of 1% to 3%, the Bank of Canada has moved steadily, if cautiously, over the summer and early fall to bring down their trend-setting overnight rate from 5.00% to 3.75% with four...
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A simple, unique and innovation way to give to charity

 October 18, 2024 |Stephanie Woo, CIM, FMA
Many want to make a positive impact on their community. If you are considering making financial donations, you may be interested in learning more about a new simple, unique and innovative way of giving. By using Canada Life My Par Gift, you will be able...
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In Conversation with Jim Allworth

In Conversation with Jim Allworth

 August 22, 2024 |Stephanie Woo, CIM, FMA
As part of our team's ongoing portfolio management and wealth advisory services offering, we wanted to share with you one of our recent chats with Jim Allworth. Jim has been in the investment industry for over five decades and co-chairs our firm's global...
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Wealth transfer: Five tips to help avoid family conflict

Wealth transfer: Five tips to help avoid family conflict

 August 01, 2024 |Portfolio Advisor – Summer 2024
You can preserve family harmony and your wishes for your estate with careful planning and open conversations. After spending their lives building wealth, most parents hope their legacy will provide their heirs security and enjoyment—not family strife...
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Gold, silver or bronze – What quality of retirement is your plan leading you to?

Gold, silver or bronze – What quality of retirement is your plan leading you to?

 August 01, 2024 |Portfolio Advisor – Summer 2024
Achieving a successful retirement is about more than reaching the podium of financial security that enables you to make this important life change. Your quality of life in retirement will also have a great deal to do with how you live your life and why...
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Gain changer

Gain changer

 August 01, 2024 |Portfolio Advisor – Summer 2024
The federal government’s new capital gains inclusion rates mean that, in certain circumstances, Canadians will now be paying more tax on their gains from capital asset transactions. For many investors, this will be a game – and net gain – changer. Here...
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Around the world in 80 seconds

Around the world in 80 seconds

 August 01, 2024 |Portfolio Advisor – Summer 2024
Canada The economy continued to struggle through the first half of the year, eking out only tepid growth while the employment picture continued to deteriorate. Canadian households are showing increasing signs of financial stress, as interest rate increases...
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Stephanie Woo, CIM, FMA

Senior Portfolio Manager & Wealth Advisor

Phone Number604-257-3234
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