DEALING WITH A FAMILY COTTAGE

Posted on August 8th, 2022 in E-Newletters, Estate Planning, Tax
When Jesse and Kae Burke purchased a vacation cottage 30 years ago, they knew it was a good investment, but…
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HOW’S YOUR GROUP LIFE INSURANCE ?

Posted on August 8th, 2022 in E-Newletters, Estate Planning, Insurance
Owen is married and has two children. He has been working at the same company for over five years and…
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CYCLE OF MARKET EMOTIONS

Posted on August 8th, 2022 in E-Newletters, Investing
Getting emotional about investments can easily lead to poor decisions as investors fall prey to negative thoughts and fears. The chart…
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PORTFOLIO DIVERSIFICATION

Posted on July 11th, 2022 in E-Newletters, Investing
Looking back over the past few years, one thing is certain – we can never be absolutely sure what the…
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INCAPACITY PLANNING FOR AGING PARENTS

Posted on July 11th, 2022 in E-Newletters, Estate Planning
Almost 750,000 Canadians are living with some form of dementia1. The personal and financial challenges can be devastating for elderly…
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SENIORS TARGETED BY SCAMMERS

Posted on June 13th, 2022 in E-Newletters, Retirement
Victor’s nightmare began with a phone call from someone claiming to be from the Canada Revenue Agency, informing him he…
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CAN YOU BE OVER-INSURED?

Posted on June 13th, 2022 in E-Newletters, Estate Planning, Insurance
Most Canadians take the correct steps to protect their property against loss in case anything they own is lost or stolen. Concerns about recouping losses if a home is robbed, or a favorite vintage guitar is destroyed during a basement flood, are questions with very routine answers. But when it comes to considering the value of a human life, many people don’t take the necessary steps to protect their loved ones against the financial loss when a primary income-earner dies.
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PUTTING IT IN PERSPECTIVE

Posted on June 13th, 2022 in E-Newletters, Investing, Retirement
The investment markets have been very “volatile” since the start of 2022. Volatile is just financial industry jargon that means…
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PREPARING FOR WEALTH TRANSFER

Posted on May 9th, 2022 in E-Newletters, Estate Planning
By 2026, an estimated $1 trillion in personal wealth will be transferred from one generation to the next in Canada1,…
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DOLLAR COST AVERAGING

Posted on May 9th, 2022 in E-Newletters, Investing
Let us imagine that you have a plan to be a wise investor and use your funds to make strategic…
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