Monthly Update

Topic: Disconnect Between Perception and Performance

Topic: Charitable Giving Up Close

Topic: When should I start taking CPP?

Topic: Stock Picking is Very Hard

Topic: Probate, Executors & the Role of a Monitor

Topic: Taxation Simplified

Topic: Understanding Powers of Attorney: A Key Part of Your Financial and Personal Plan

Topic: So, When Should We Make Changes?

Topic: Understanding Beneficiaries and Successor Annuitants

Topic: Is the market over valued?

Topic: Life Insurance – An Attractive Rate of Return

Topic: What to do with Short-Term Funds?

Topic: Markets Hit All-Time Highs

Topic: TD Digital Vault is Now Live

Topic: US Elections and the Markets

Topic: Beneficiaries

Topic: Lessons Learnt

Topic: Market Timing masquerading as Thoughtful, Prudent, Gut Feel, Group Think or Plain to See

Topic: Earnings

Topic: Taxation

Topic: Letter of Wishes

Topic: 2024 New Year Checklist

Topic: Stay safe by learning to identify and avoid impersonation scams

Topic: A moment of Reflection

Topic: Low Expectations – A key to Happiness?

Topic: First Home Savings Accounts (FHSA)

Topic: Your “Adjusted Cost Bases” (ACB)