Sudden Wealth Paradox: Managing Your Money

1 October, 2018

Filed Under: Wealth Management

When a financial windfall happens – from the sale of a business, the sale of a house or farm, an inheritance, or even lottery winnings – you would think you’d be on easy streets. But, sudden wealth can play havoc with your emotions, your relationshi... Read More

Estate planning may be more difficult for a blended family.

15 September, 2018

While the largest wealth transfer in Canadian history is happening, we are also observing a lack of communication between parents and children. According to a recent IPC Private Wealth poll, 58% of Canadians haven’t had this talk with their heirs, 46... Read More

The Sudden Wealth Paradox: Part 1

1 September, 2018

Filed Under: Wealth Management

The Sudden Wealth Paradox is a two-part article guiding you through both the emotional and financial aspects of suddenly receiving a large amount of money. The surprise is – it’s not all easy streets.... Read More

How much income will you need in retirement?

15 August, 2018

Filed Under: Retirement Planning

A recent survey found that nearly half of retirees retired earlier than planned, due to circumstances beyond their control.1 It’s a reality for all of us, that unforeseen events may cause us to retire earlier or later than expected, and it’s more imp... Read More

Quarterly Program Commentary: Value and the U.S

20 July, 2018

Quarterly Program Commentary: Value and the U.S... Read More

Navigating Through Your Life Events

15 July, 2018

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Valued Advice

1 July, 2018

Advisors have historically helped their clients grow their assets 3.9 times more than non-advised individuals over a 15-year period. That’s a stunning figure by any measure.... Read More

Money Facts 2018

15 June, 2018

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Investments for when life happens

1 June, 2018

As you journey through life, your personal and financial ambitions and goals will change over time. Some of your goals may have a five-year focus while others may have a 10-year horizon or be as far out as retirement – if it’s more than a decade away... Read More

Making Sense of MERs

15 May, 2018

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Securing your Family's Future
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.