22 April, 2021

Program Commentary: Q1 2021 - Wayne Gillespie

In his Q1 update, Senior Director Portfolio Strategist, Wayne Gillespie, discusses the three investment themes behind the global economic recovery...

20 April, 2021

Canada’s Budget 2021-2022

Canada’s Federal Government released its new budget for the year ahead providing key details on important Pandemic support programs and other details that can affect your finances....

09 April, 2021

CRA Scams

While con artists have always existed, advanced technology has led to more sophisticated scams, including ones where perpetrators claim to be the Canada Revenue Agency (CRA)....

09 April, 2021

Interest Rates

The pandemic has driven interest rates to historic lows as central banks try to support and stimulate the economy. Do you know how these low rates are affecting your finances?...

15 March, 2021 Estate planning

Estate Planning: Transferring Your Estate

Estate Planning: Transferring Your Estate reviews the final steps of estate planning regarding the actual transfer of your estate to your heirs and beneficiaries....

15 March, 2021 Estate planning

Estate Planning: Protecting Your Heirs and Beneficiaries

Estate Planning: Protecting Your Heirs and Beneficiaries highlights how to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend to leave them....

15 March, 2021 Estate planning

Estate Planning: First Steps

Estate Planning: First Steps introduces the key reasons why everyone should have an estate plan. Whether your assets are big or small, everyone can benefit from a formalized estate plan....

09 March, 2021

Spotlight on Personalized Advice

While some Canadians choose to figure it out on their own, an overwhelming majority believe that financial advisors have a positive impact on their lives, their families, and their futures....

04 March, 2021

Sleep Hygiene

Many people are juggling busy lives, from work to child care and everything in between. To get through your daily to-do list, are you sacrificing sleep? You shouldn’t....

04 March, 2021

Plan for the (Un)expected

When planning for your financial future, you need to prepare for both the expected and unexpected. This is especially relevant during the pandemic....