Insights from our Team of Experts
View our collection of resources, articles, and industry trends!
How To Eliminate CRA From Your Estate
There is a BIG hole in most individuals’ tax planning – they try to reduce their annual taxes during their lives while rarely considering how much their estate will pay in taxes. If this isn’t...
Five Creative Ways To Be Generous This Holiday Season
As the townhouses in my complex started to light up and mall parking lots became packed with shoppers, I realized the holiday season was upon us. This is the season for gift giving, meal planning...
Thank You!
Each year I make sure that I reach out on behalf of our team to say Thank You to our clients, the professionals inside and outside of our firm who help us support our clients,...
Three Steps To Eliminate Stress from Your Portfolio
“I have absolutely no concerns about our financial future”. This was the unsolicited response at the end of a recent client review. This client is a more sophisticated investor with a long history of investing...
Volatility is Optional for High Net Worth Investors
Are you tired of volatile equity markets? Want to escape the losses in your fixed income investments? If your investment portfolio exceeds $1M you can avoid the volatile equity markets, avoid losses in fixed income...
How To Drastically Reduce the Potential for Losses in Your Portfolio
After more than a quarter century in the investment industry I’ve witnessed lots of volatility in the markets. Investors that had quality investments and were patient to stay invested made reasonable returns over the long...
What We Can Learn from Canada’s Richest Families
I was on a webinar recently that featured Paul Desmarais III. Paul is the Chairman & CEO of Sagard Holdings ULC and SVP Power Corp. The Desmarais family is one of the richest families in...
Why Freedom 55 Could Kill You
The Freedom 55 commercials were one of the most successful marketing campaigns. A Canadian generation wanted to be able to walk the beach from age 55 on. It is a great motivator to save for...
The Most Important Discovery I’ve Made In The Last Decade
I am constantly learning; whether it is from great books (thank goodness for audio books) or great people who I have the privilege of interacting with. Today, I want to share with you one of...