11 June, 2021 Estate planning

The Importance of Estate Planning: What, why, who, and how explained

Estate planning is all about protecting your loved ones by planning a smooth transfer of your assets to your heirs. It’s about giving you peace of mind...

03 June, 2021

Move Your Body

People are more sedentary than ever given desk jobs and longer days, and the pandemic hasn't helped, but there are easy ways to get your body moving for better health and vitality....

03 June, 2021

Family Meeting

Estate planning is important because it helps you put your affairs in order and designate how you want your estate to be handled after you pass away....

03 June, 2021

Retirement Pillars

Financial planning for retirement typically involves various pillars that, collectively, represent your financial life and can help you achieve a successful retirement....

07 May, 2021

Work-life Balance

For many people, work has infringed on their personal life. Working from home during the pandemic made it worse, but you can take action and restore better balance....

07 May, 2021

Emotional Blocks

Despite the benefits of an estate plan, many people procrastinate about creating one. The reasons are understandable but should not keep anyone from this important task....

07 May, 2021

Balancing Retirement Goals

You’ve worked hard for years, saving for retirement and to transfer wealth to family members so they are taken care of. How do you make these goals a reality? With strategic financial planning, you can balance your retirement and wealth transfer goal...

22 April, 2021

Program Commentary: Q1 2021 - Wayne Gillespie

In his Q1 update, Senior Director Portfolio Strategist, Wayne Gillespie, discusses the three investment themes behind the global economic recovery...

20 April, 2021

Canada’s Budget 2021-2022

Canada’s Federal Government released its new budget for the year ahead providing key details on important Pandemic support programs and other details that can affect your finances....

09 April, 2021

CRA Scams

While con artists have always existed, advanced technology has led to more sophisticated scams, including ones where perpetrators claim to be the Canada Revenue Agency (CRA)....