Newsletters

  • After another solid year for the markets, many are wondering what lies ahead. What’s likely to continue: our relentless drive to innovate, evolve and grow. For perspective, take a look at TIME’s Best Inventions list. Today, it is packed with tech marvels reshaping how we work and play. Two decades ago, “cutting-edge” inventions included airless tires and a folding piano (link below*). With a longer-term view, a strong case can be made that markets and economies will continue to grow.
    Here’s to a wonderful New Year—and all that lies ahead!

  • Following two difficult years, the need for giving continues to grow, in Canada and across the world. For those who would like to make philanthropy a part of their legacy, here are seven key considerations (and surprising tax benefits) you should be aware of.

  • Stepfamilies are common, but planning for who gets what after you die is anything but routine. When families come together, each with their own possessions, ensuring your assets go where you want is key.

  • Many people know at least a little about RRSPs. But what about RRIFs? If you’re in or nearing retirement, are you ready to begin the big conversion? Here’s a quick guide to the world of RRIFs.

  • We've all received those scary sounding text messages and emails claiming to be from our bank or other service provider. The person calling says that your account has been locked, or that you need to send them a money transfer, and that you need to click this link and enter your personal information as soon as possible, or else.