Through loving eyes – how to spot the signs of dementia

Through loving eyes – how to spot the signs of dementia

February 01, 2024 |Portfolio Advisor – Winter 2024
The devastating effects of dementia are increasingly a reality for Canadians as our population ages. Alzheimer’s, a prevalent form of dementia, and other types of the disease are estimated to affect more than 600,000 Canadian today, and recent estimates...
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Dividends and your portfolio: A sweet “Double Double” deal for Canadian investors

Dividends and your portfolio: A sweet “Double Double” deal for Canadian investors

February 01, 2024 |Portfolio Advisor – Winter 2024
Dividends paid from publicly listed companies have proven to be an important component to investors’ success in growing their wealth over time. Investors can benefit from dividends’ steady income, their portfolio-stabilizing affects in volatile times...
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What to do when you are expecting…a tax refund

What to do when you are expecting…a tax refund

February 01, 2024 |Portfolio Advisor – Winter 2024
Five smart ways to maximize your refund this tax season If you are like the more than 29 million individuals and 1.3 million businesses expected to file taxes this year, you may also be one of the almost 18 million who are likely to receive a tax refund...
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International Women’s Day 2024: “We are women, hear us roar!”

International Women’s Day 2024: “We are women, hear us roar!”

February 01, 2024 |Portfolio Advisor – Winter 2024
This year’s International Women’s Day (IWD) serves as an important reminder that the future of the global economy, and the wealth industry in particular, is unquestionably tied to the increasing engagement and success of women. While it’s one day of the...
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Swipe left! Five ways to avoid being swept off your feet by romance scams

Swipe left! Five ways to avoid being swept off your feet by romance scams

February 01, 2024 |Portfolio Advisor – Winter 2024
It’s a tale as old as time: a con artist, often under an assumed identity, targets a naïve or vulnerable individual and feigns romantic interest in them. The con artist gains their affection and trust, and, either through deception or manipulation or...
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Around the world in 80 seconds

Around the world in 80 seconds

February 01, 2024 |Portfolio Advisor – Winter 2024
Canada As the economy began to choke and sputter in the latter half of 2023, the Bank of Canada (BoC) moved to the sidelines in mid-summer, and now appears to be considering rate cuts in the months ahead. Negative GDP growth for the third quarter and...
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Stagflation – what to know and four ways to mitigate its impact

Stagflation – what to know and four ways to mitigate its impact

October 30, 2023 |Portfolio Advisor – Fall 2023
Despite central banks’ efforts to tame it, inflation remains elevated in North America, while economic growth has begun to stall, especially in Canada. These conditions raise the threat of a sustained period of high and increasing prices and low or even...
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It’s bedtime – do you know where your children are surfing?

It’s bedtime – do you know where your children are surfing?

October 30, 2023 |Portfolio Advisor – Fall 2023

Five tips to help ensure your children are safely using and navigating social media

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Only in Canada, eh? Pity!

Only in Canada, eh? Pity!

October 30, 2023 |Portfolio Advisor – Fall 2023

We Canadians love to travel beyond our borders, but we remain surprisingly homebound when it comes to where we invest our money.

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Don’t let April be the cruelest month

Don’t let April be the cruelest month

October 30, 2023 |Portfolio Advisor – Fall 2023

Seven year-end tax planning strategies

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Stephanie Woo, CIM, FMA

Portfolio Manager & Wealth Advisor

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