04 September, 2020 Special Reports and Newsletters

New Normal

Following months of physical distancing, people must now adapt to the new-normal society, but the adjustment won’t be easy for some. Keep in mind that the sudden lockdown was challenging as well....

04 September, 2020 Financial Planning

Financial Terms

Understanding economic terms will help you gain a better perspective on what’s happening in financial markets, and why. After all, the world has been experiencing an unprecedented health crisis that is driving a global economic transformation....

04 September, 2020 Estate planning

Wills and Estate Planning

Having a Will is crucial to ensuring your wishes are carried out the way you want. While estate planning is important, it remains under-utilized in Canada. Everyone needs an estate plan. Does that statement surprise you?...

05 August, 2020

Baby Boomer Scams

Sophisticated scams make it difficult to distinguish between real and fake. Everyone is susceptible to scammers, but seniors who are tech-challenged or in poor health are easier targets....

05 August, 2020

Dollar Cost Averaging

A vital key to successful investing is to “Buy Low and Sell High.” However, predicting when the market will go up or down is difficult even for the experts. The truth is, it is nearly impossible for any investor to accurately “time the market.”...

05 August, 2020 Financial Planning

Financial Goals

With so much going on in the world today, life can seem more chaotic and priorities may change. It’s a good time to reflect on your financial goals and make adjustments as required....

16 July, 2020 Financial Planning

A New Economy is Emerging

In this four-minute video, Counsel’s Chief Investment Strategist, Rana Chauhan, shares reasons for the strong market recovery in Q2, and explains that we are witnessing the emergence of new economy....

16 June, 2020

Estate Planning: Transferring Your Estate

This e-book reviews the various factors you need to consider regarding the transfer of your estate....

27 April, 2020 Financial Planning

Money Dates 2020

This infographic highlights important deadlines, such as income tax returns and CPP and OAS benefit payment dates. Helping you to keep track of these critical dates....

23 April, 2020 Retirement

Lower 2020 RRIF Withdrawals Give New Flexibility to Retirees

As part of its Economic Response Plan to the COVID-19 crisis, the federal government lowered the required minimum withdrawals from Registered Retirement Income Funds (RRIFs) and Life Income Funds (LIFs) by 25% for 2020....