By Michael Derby Investing, like life, exposes us all to a wide range of risks, big and small. Any or all of these can affect investment returns, making it harder…
By Paul Bourbonniere According to a recent report by the World Economic Forum, someone who was born in 2007 can expect to live to 103. That’s substantially more than the…
By Derek Polson While my days are usually spent creating financial plans, reviewing mutual funds and planning investment strategies for my clients, one question I get often from them has…
By Michael Derby Whether it’s at the grocery store, a special event or a solicitation over the phone or in the mail, according to the most recent Canada Revenue Agency…
By Paul Bourbonniere One area where retirees or people planning for retirement often pay too little attention is tax strategy and planning. The fact is, you can’t control the markets…
By Paul Bourbonniere You likely have a Will or you’re planning on drafting one to direct how you’d like your assets distributed when you die. Doing so is an important…
By Derek Polson Historically, the unwritten rule in the investment industry has been that, to maintain your capital level over 30 years of retirement, you shouldn’t withdraw more than 4…
