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New Enhanced Trust Reporting Rules

Do you have a Jointly owned investment account with your name on legal title for any assets you do not have a particular interest in?

Reflections on Tennis and Investing

Tennis has become one of my favourite sports.  As both a tennis fan and investment manager, I’ve noticed commonalities that can lead to long-term success. Today, I’ll highlight

Maili’s Investment Insights Autumn 2022

Maili’s Invesment Insights: Coping with Volatility – Autumn 2022 The summer did not see much respite from the volatility that has gripped the financial markets.

Market Insights – September 2022

Waiting for Godot and passing the peak sagitta of the inflation and rate expectation arcs in 2022 Waiting For Godot is Samuel Beckett’s portrait of

Maili’s Market Insights: May 2022 Update

Maili’s Market Insights:   The global investment markets continued their volatility in May, as investors anticipate further interest rate increases amidst slowing economic activity, and

Insurance Planning: It’s Never Too Late

Insurance Planning: It’s Never Too Late   As part of the retirement-planning process, we often suggest that our clients consider the use of life insurance for

The Wong Group – December Update

Continue Looking Forward Market Update – December 2021   As we begin another year, may we continue to look forward with the hope that the

Seven Habits of Highly Effective Investors

Investing Perpectives: Seven Habits of Highly Effective Investors   Over thirty years ago, the book “The 7 Habits of Highly Effective People” quickly become a

Estate Planning

Estate Planning: The Feeney Philosophy of “Giving While Living”   Chuck Feeney is the philanthropist who pioneered the idea of “Giving While Living.” While he

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