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Investor Insight

The reward of investor patience

Professional fund money managers understand that market cycles, and such market shocks call for cautious patience.


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Estate View

Protect your family with life Insurance

We all face the risk of mortality. We’ve all been through a risk-intense time with COVID-19. It’s important to purchase life insurance when you are in reasonably good health. In the event of the death of an insured, life insurance …


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Mortgages

Tips on buying a home

Buying a home, can be one of your most important investments. Here are a few tips on buying a home:


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Life Insurance

Principles of Financial Security

Envision your financial independence. Financially successful people have these things in common:   they follow their dreams and believe they can serve others while achieving financial independence, and they move in that direction. One thing is imperative.  Create a financial plan. …


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Investor Insight

The Value of Portfolio Strategy

Understand your risk tolerance Each of us has a personal level of risk tolerance which indicates how much risk one is willing to take while investing in markets that always go up and down. Your advisor can help you establish your own unique governing guideline.


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More Recent Articles




Mortgages

The final steps once you buy a home

  The closing day is the day when you finally achieve your goal—you take legal possession and finally get to call your new house your own. You are sure to feel great relief and satisfaction but remember that the home …


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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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