Should I Do My Own Taxes or Hire a Tax Professional?
Online tax software is budget-friendly and time-efficient, but depending on the complexity of your situation, hiring a tax professional may be pref…
Helping Seniors Find The Most Suitable Residence – Part 2
When people move out of their home, it is usually after they have tried remaining at home – at times with assisted living care – and have reached a…
Maximizing Your Estate’s Benefits While Easing The Burden On Your Loved Ones
Your savings, possessions and property form your estate. Estate planning allows you to decide in advance who receives what, and to establish a fina…
Helping seniors find the most suitable accommodation – Part 1
Many seniors and others in need do not feel ready to leave their home for an institutional setting but do need support to remain at home. Trying to…
The value of bonds as a tactical investment
Having a balanced portfolio can help make portfolios more risk resistant and allow them to succeed in numerous market cycles. Bonds are one of the …
Why Most Retirement Plans Fail?
By: Robert Rothenberg, CFA, CIWM, FCSI
When new prospects come to see us, they typically ask about our rate of return assumptions when projecting t…
Tax-Loss Selling and Year-End Checklist
We are here to provide you with a checklist to ensure you get the most out of tax credits, deductions, and benefits. But first, we want to get more…
Financial Terms Glossary
Have you noticed that in the investment industry there are so many acronyms and terms you have never heard of? We would like to de-mystify our busi…
Tips for Canadian Snowbirds
There are a lot of things to take into consideration when you’re leaving the country for an extended period of time. These tips will help make you …
