Newsletters

We send a monthly newsletter to our clients and subscribers, covering current events and financial topics relevant to our clients. Some of our financial articles have been written by our advisors, and others are stories from the news media that we want to share. Topics may include; what makes a good advisor, how emotions affect markets, mass media manipulates readers to make changes in the market, buy high sell low – knee jerk reactions, living longer – financial realities and so on.

A worry for the wealthy: keeping cash from children’s ex-spouses

A worry for the wealthy: keeping cash from children’s ex-spouses
August 1, 2017

An integral part of a successful financial plan is estate planning, which can include passing on your wealth to your children, and “keeping it in the family.”

View Newsletter

Who wants to be a millionaire?

Who wants to be a millionaire?
February 1, 2017

Ron and Janet were typical new Canadians, arriving in the country in 1983, and looking to a create a life of opportunity for themselves and eventually their children. Having arrived at a time when it was difficult to acquire employment in their fields of study, Ron settled for a labourer job while Janet stayed at home.

View Newsletter

Millennials: Five Tips for Finding Your Financial Sweet Spot in 2017

Millennials: Five Tips for Finding Your Financial Sweet Spot in 2017
January 1, 2017

Okay, we get it. When you were a student or had just entered the workforce, you probably had to live on a budget so tight that every dollar squeaked. Now that you’ve had a little time to get your career game going, you rightfully want to live a little – embark on a few adventures and maybe buy a nice thing or two. Isn’t that why you’re working so hard to begin with?

View Newsletter