More than Investment Managers we are Wealth Advisors. It’s our mission to assist you in all areas of wealth, from budgeting and debt management to retirement and tax. We publish timely information, findings, and strategies to help you make informed decisions.
Wealth Planning
September 10, 2024
Cultivating Financial Habits from a Young Age
“The best way to teach your kids about taxes is by eating 30 percent of their ice cream.” – Bill Murray, Comedian While repeated in jest, this witty remark highlights an important truth: teaching children about financial responsibilities early on can have lasting impacts. Many of us spend our lives working hard to build […]
The Dow Jones Industrial Average (DJIA or Dow) is one of the most widely watched stock market indices and the second oldest in the world. Created in 1986 by Charles Dow, then editor of the Wall Street Journal, it originally comprised 12 companies from traditional heavy industries, such as Chicago Gas and National Lead, giving […]
Many of us remember the classic Star Trek mantra “live long and prosper,” which may be worth reflection as we enter the leisurely summer months. The keys to a longer and more prosperous life are often rooted in fundamentals that include both health and wealth. Better Health, Better Wealth Not surprisingly, physical, mental, and […]
With higher inflation, the increasing cost of living has been top of mind for many Canadians. While there has been good news on the inflation front given continuing signs of easing, here are three perspectives on our rising cost pressures. 1. Today, less of our paycheques go to necessities. Despite a substantial rise in […]
Increasing Capital Gains Inclusion Rate: Planning for the Cottage or Cabin
Welcome to the summer – and the return of cottage and cabin season! While many of us are eager for some rest and relaxation, cottage and cabin owners may face new concerns due to increases to the capital gains inclusion rate. Looking ahead to when property is eventually transferred or sold, owners are likely to […]
When the Dow Jones Industrial Average (Dow) crossed a new high of 40,000 in May, it achieved a milestone that appeared implausible given recent popular sentiment. Just two years earlier, central banks were still on the path of aggressively hiking rate to curb inflation. Gloomy equity market forecasts abounded. Fast forward to today, and interest […]
The proposed* increases to the capital gains inclusion rate have prompted some investors to ask the tax-planning question: To defer, or not to defer? Tax deferral is commonly viewed as a way for investors to create greater future returns, since funds that might otherwise go to paying tax can remain invested for longer-term growth. Yet, […]
It has been said that “if you are what you do, when you don’t…you aren’t.” As you think ahead, have you contemplated a plan for what you will do in retirement? Many of us plan by working hard, saving consistently and investing for the future to ensure a financially secure retirement. As stewards of […]
Wealth Planning
Investing
Wealth Planning
Wealth Planning
Wealth Planning
Investing
Wealth Planning
Wealth Planning
Wealth Planning
