September market shifts & Estate Planning: Protecting Your Loved Ones, Including Pets

September 24, 2024 |Saurav Arora
September Market Shifts Last week, the Fed cut rates by .50%, more than consensus surveys had expected. Revised rate projections also show more rate cuts are in the pipeline, than previously anticipated. Investors may be concerned that the Fed is getting...
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March Blog

March 22, 2024 |Lisa Thompson Family Wealth
Did you know that 52% of Canadians don’t have a Will? Many Canadians often assume they are too young to need a Will or don’t understand the value in having one, however a Will ensures a person's wishes and intentions are documented and carried out. RBC...
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November Blog!

November 07, 2023 |Lisa Thompson Family Wealth
Most of us are connected in some way to a soldier who fought for our country. For some, that soldier was a son or a daughter. For others it was a grandparent, an aunt or uncle, or even a friend or neighbor. Every November 11th, we pause as a nation to...
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October Blog

October 05, 2023 |Lisa Thompson Family Wealth
It is hard to believe that we have turned the page to October…. with amazing July temperatures! With Thanksgiving around the corner, I often pause to reflect on how fortunate we are to work with an extraordinary group of clients, like yourselves, day...
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