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Personal Wealth and Finance




Investor Insight

Why Women Excel at Investing

The incoming generation of investors will be younger and much more diverse, with women now partaking of an increasingly prominent role in building and growing family and personal wealth.


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Financial Viewpoint

Financial planning with your fiscal partner

When establishing a financial strategy involving other stakeholders, such as paying down a mortgage, develop a written plan that all parties agree on. You can create written point-form agreements for each to sign in areas of investing, registered vehicle planning, debt repayment, etc.


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Investor Insight

Financial Planning and Millennials

    Between the late-1970s and the mid-1990s, the most significant generation in the Canadian workforce referred to as millennials (or Generation Y) was born. As the largest generation by population size in North America, by 2025, three out of …


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Life View

Getting Perspective on Planned Giving

You don't need to be rich or famous to get involved—everyone can! For example, for just dollars a day you can help feed a child through World Vision. Talk to your advisor about the tax benefits of charitable donations.


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Investor Insight

Education’s effect on future income

In Canada, the government allows a welcome tax break when you save for your child's education. As parents, we need to consider the effect that education will have on the future income and lifestyle of our children.


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More Recent Articles




Investor Insight

Update: Perspective on the Market Reaction to Coronavirus

Summary Perspective on the Market Reaction to Coronavirus It is vital to get some perspective on the market’s recent reaction to the coronavirus outbreak and what that might mean for your investments. What is happening in the markets? The spread of …


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Investor Insight

Update: COVID-19 CRA Tax Filing Measures

Updates on changes to the Canada Revenue Agency (CRA) services, due dates and programs affected by the COVID-19 pandemic.


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Financial Viewpoint

Don’t let fraudsters steal your financial security

We live in a busy world with the increasing stress of overwork, concerns for our children’s fiscal and career futures, ageing parents, and our retirement, ageing and health concerns. Others are dealing with grief over a family death. Stress weakens …


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Financial Viewpoint

Updated: Decreasing the up-curve of COVID-19

The world is on hold until hunkering down with their loved ones, or alone, while we await slowing down and halting this wildly fast pandemic spread. There are numerous graphs which give you an overview of the data in graphical format.


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Financial Viewpoint

COVID-19, Market Psychology and Fear-Based Reaction 

Firstly, Thank you for your business, and for placing your trust in our firm. During this challenging time, we’re working hard to give you the confidence that you need as an investor client. The biggest global news of the day …


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Estate View

The Perfect Estate Plan: Debt Freedom

Life insurance designed to pay debt Many owe thousands of dollars on their credit cards. Others who are highly successful entrepreneurs may be millionaires who want to transfer a business to the next generation or sell it entirely free of …


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Registered Investments

RRSP and TFSA Differences

The Registered Retirement Savings Plan (RRSP) and the Tax-Free Savings Plan (TFSA) offer two different tax advantages to allow your money to grow. Let’s compare to see which or if both are preferred for you.


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Life Insurance

Understanding Life Insurance Planning 

Life insurance plans offer tax-free death benefits, which protect against lost income if one partner who is a wage earner were to die. It can also be used to pay off a mortgage, credit card or Home Equity Line of Credit (HELOC) debt. 


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Estate View

Understanding the Family Legacy Plan

It is important to plan the most efficient manner of leaving hard-earned assets to heirs. Try to attend to these concepts to maximize your legacy. Keep your testamentary trust (your will) updated. Without an updated will, deceased heirs may be …


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