Recent Blog Posts

Below is a collection of recent blog posts covering topics from personal finance to latest economic and market developments.  Choose a category on the right hand side if there's a particular subject that interests you.  If there is anything you'd like us to answer (and possibly feature on our blog) submit a question on our You Ask, We Answer form found at the bottom.

16 March, 2021 Estate planning

Estate Planning: Transferring Your Estate

Estate Planning: Transferring Your Estate reviews the final steps of estate planning regarding the actual transfer of your estate to your heirs and beneficiaries....

16 March, 2021 Estate planning

Estate Planning: Protecting Your Heirs and Beneficiaries

Estate Planning: Protecting Your Heirs and Beneficiaries highlights how to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend to leave them....

15 March, 2021 Estate planning

Estate Planning: First Steps

Estate Planning: First Steps introduces the key reasons why everyone should have an estate plan. Whether your assets are big or small, everyone can benefit from a formalized estate plan....

09 March, 2021

Spotlight on Personalized Advice

While some Canadians choose to figure it out on their own, an overwhelming majority believe that financial advisors have a positive impact on their lives, their families, and their futures....

09 March, 2021

Study Highlights Need for Legacy Planning

While COVID-19 has had an immediate financial impact on many Canadians, the uncertainty it has caused has left others eying their legacy....

You ask, we answer

Do you have a money / financial planning question you'd like to ask our team? We receive many questions through this part of our website from both existing clients and new visitors each week - often times they inspire the articles we write here in the blog.

Feel free to ask your question in the field below and we'll do our best to respond in the next 3-5 business days!

*Required fields