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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

May 21, 2024

Video: Behavioural Finance – Understanding Hidden Biases

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Investing

May 1, 2024

Perspectives on Stock Market Concentration

As the “Magnificent 7” stocks – Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia, and Tesla – surged to start 2024, there has been much discussion about their growing concentration in the U.S. equity markets. By the start of February, their combined market capitalization represented one-third of the S&P 500 Index, with a value that would make […]
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Investing

April 23, 2024

Video: Investing in a Corporation

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Wealth Planning

April 11, 2024

Reminders for Tax Season

It is personal income tax season once again. Given increasing interest rates, don’t overlook the importance of filing your taxes and paying balances and instalments on time, as interest assessed on insufficient payments can be significant.   Tax Filing Deadlines – The general deadline to file your 2023 personal income tax and benefit return is […]
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Wealth Planning

April 2, 2024

Spring Cleaning Finances: Five Questions to Ask

Now that spring has sprung many of us are in spring cleaning mode, perhaps you are looking for a bit of motivation when it comes to your finances. Here are five wealth planning questions that may be answered by simple “rules of thumb.” These may spark meaningful discussions about wealth management, budgeting, or family and […]
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Investing

March 19, 2024

Video: Types of Portfolio

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Investing

March 12, 2024

Investing Within Your Corporation

For business owners or incorporated practitioners that generate surplus funds not required to meet personal lifestyle needs or the needs of the business or practice, the question becomes how to maximize the value of these funds? As personal marginal tax rates can be significant, does it make sense to simply invest the surplus funds within […]
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Wealth Planning

March 5, 2024

No Drama: Plan for a Smooth Family Business Succession

Succession planning is vital to ensuring the orderly transition of a family business from one generation to the next. Yet family business owners tend to avoid this complex and emotional exercise for many reasons: their identity is too closely tied to the business, they are too busy with day-to-day operations, or they worry that the […]
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Wealth Planning

February 20, 2024

Video: The Contribution Conundrum – RRSPs vs TFSAs

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