By Paul Bourbonniere If you’ve drafted a Will or planned the transition of your estate, or you’ve been a beneficiary of someone else’s Will, you’ve likely found yourself worrying about…
By Michael Derby Why invest during inflationary environments despite volatility In inflationary and rising interest rate times like these, there may be a temptation to move or leave your money…
When we founded the firm back in 1997, our goal was straightforward: to be one of the preeminent retirement income planning practices in the Toronto area. As a result of…
By Derek Polson There’s no shortage of strategies advisors use to help protect and grow their clients’ portfolios. One of the simplest and ignored approaches is the ‘cash wedge’. At…
By Paul Bourbonniere If you’re in your late 50s and thinking about retirement around the corner, you’ll naturally start paying more attention to your CPP and OAS benefits. Despite the…
Most investors used to believe that the best way to do good in the world was to do well and then give philanthropically to charities and causes that were near…
By Paul Bourbonniere From changes in taxation that make holding investments in a company less attractive to COVID-19’s effect on sales and profitability, to the threat of inflation, it hasn’t…
By Derek Polson Picture this. Thanks to a lifetime of savings and smart planning, you’re now well into retirement and living comfortably. In fact, you’ve saved so much and planned…
