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Singing in retirement harmony
July 24, 2023
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Portfolio Advisor – Summer 2023
What does a “together forever” retirement sound like to you and your partner? When most of us think of retirement, we imagine spending time with family and friends, while doing things we enjoy, such as hobbies, travel, and exercise. We think about how...
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The five flags “watch list”: Protecting our most vulnerable
July 24, 2023
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Portfolio Advisor – Summer 2023
Exploiting and harming those most vulnerable in our society is on the rise. Here are five signs of elder abuse to be on the watch for. While many Canadians look forward to enjoying the later years of their lives - either in full retirement or for some...
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Financial literacy: The foundational building blocks of long-term financial success
July 24, 2023
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Portfolio Advisor – Summer 2023
Financial literacy can help raise intelligent, informed, and confident children who can make solid and thoughtful decisions about the wealth they will inherit and/or build over their lives. Here are five foundational building blocks to help your children...
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The First Homebuyers Savings Account (FHSA) – Did you know that…
July 24, 2023
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Portfolio Advisor – Summer 2023
Eight important tips to get the most from your FHSA savings As the newest entry into the Canadian landscape of government-sponsored savings and investing vehicles, the recently launched First Homebuyers Savings Account, or FHSA, is an excellent addition...
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Cold comfort: The real cost and risk of cash
July 24, 2023
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Portfolio Advisor – Summer 2023
As investment markets melted under the heat of sharp and seemingly relentless central bank interest rate increases over the last year, investors have taken shelter under the relative protection of cash and short-term investments. And while these instruments...
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Around the World in 80 seconds
July 24, 2023
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Portfolio Advisor – Summer 2023
Canada Despite demonstrating remarkable resilience over the last year, the Canadian economy has finally begun to show signs of fatigue. Employment has begun to contract and wage growth is moderating. While labour markets remain tight, sharply higher interest...
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