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.
Read More

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…
Read More

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,…
Read More

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…
Read More

THE CHANGING BUSINESS CYCLE

Posted on May 9th, 2022 in E-Newletters, Investing
Business, investing and life in general follow predictable ebbs and flows. The Business Cycle is no exception. This is the…
Read More

ESTATE PLANNING TIPS AND TRAPS

Posted on April 11th, 2022 in E-Newletters, Estate Planning
Julia wants to make sure that her estate passes to her heirs with as little hassle and cost as possible…
Read More

WHEN INTEREST RATES RISE

Posted on April 11th, 2022 in E-Newletters, Investing
One way to curb rising inflation is to increase interest rates, and that is what the Bank of Canada (BoC)…
Read More

WHERE’S THE MONEY?

Posted on March 7th, 2022 in E-Newletters, Estate Planning, Tax
When Dora died on August 1, 2018, most of her assets passed by Will to her adult children and were…
Read More

INFLATION & YOUR FINANCIAL STRATEGY

Posted on March 7th, 2022 in Budgeting, E-Newletters
In a December 2021 poll, 87% of Canadians surveyed reported that the rising price of everyday goods was their top…
Read More

AN APPROACH TO FINANCIAL DECISION MAKING

Posted on March 7th, 2022 in Budgeting, E-Newletters, Retirement
How you approach financial decision making on a day-to-day basis is likely to be the most important ingredient in your…
Read More