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Personal Wealth and Finance




Financial Viewpoint

After the Pandemic: Shapes of Economic Recovery

The global economies still face the high rising costs incurred by the pandemic affecting us all. Economists, financial analysts, fund managers and CEOs of various reputable financial institutions continue to reassess their viewpoint on the recovery of the world’s financial markets.


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Investor Insight

Bear Market Duration

Bull markets are periods of rising capital valuations that generally create increased wealth for investors in the equity markets. Bear markets work to conversely decrease gains in equity investments for a limited but unknown period of time.


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Business

A Business Owner’s Insurance Checklist

Managing risk is a survival strategy businesses can’t ignore. Start-up firms and smaller companies are especially vulnerable to risk because they often lack big company sophistication and in-house risk-control expertise.


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Estate View

5 tips for choosing an executor for your estate

Common sense easily persuades us that every adult needs an up-to-date will. Without a will, provincial laws outline how an estate is to be settled, which may not reflect your wishes.


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More Recent Articles




Investor Insight

Update: Perspective on the Market Reaction to Coronavirus

Summary Perspective on the Market Reaction to Coronavirus It is vital to get some perspective on the market’s recent reaction to the coronavirus outbreak and what that might mean for your investments. What is happening in the markets? The spread of …


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Investor Insight

Update: COVID-19 CRA Tax Filing Measures

Updates on changes to the Canada Revenue Agency (CRA) services, due dates and programs affected by the COVID-19 pandemic.


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Financial Viewpoint

Don’t let fraudsters steal your financial security

We live in a busy world with the increasing stress of overwork, concerns for our children’s fiscal and career futures, ageing parents, and our retirement, ageing and health concerns. Others are dealing with grief over a family death. Stress weakens …


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Financial Viewpoint

Updated: Decreasing the up-curve of COVID-19

The world is on hold until hunkering down with their loved ones, or alone, while we await slowing down and halting this wildly fast pandemic spread. There are numerous graphs which give you an overview of the data in graphical format.


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Financial Viewpoint

COVID-19, Market Psychology and Fear-Based Reaction 

Firstly, Thank you for your business, and for placing your trust in our firm. During this challenging time, we’re working hard to give you the confidence that you need as an investor client. The biggest global news of the day …


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Estate View

The Perfect Estate Plan: Debt Freedom

Life insurance designed to pay debt Many owe thousands of dollars on their credit cards. Others who are highly successful entrepreneurs may be millionaires who want to transfer a business to the next generation or sell it entirely free of …


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Registered Investments

RRSP and TFSA Differences

The Registered Retirement Savings Plan (RRSP) and the Tax-Free Savings Plan (TFSA) offer two different tax advantages to allow your money to grow. Let’s compare to see which or if both are preferred for you.


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Life Insurance

Understanding Life Insurance Planning 

Life insurance plans offer tax-free death benefits, which protect against lost income if one partner who is a wage earner were to die. It can also be used to pay off a mortgage, credit card or Home Equity Line of Credit (HELOC) debt. 


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Estate View

Understanding the Family Legacy Plan

It is important to plan the most efficient manner of leaving hard-earned assets to heirs. Try to attend to these concepts to maximize your legacy. Keep your testamentary trust (your will) updated. Without an updated will, deceased heirs may be …


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