There are many books and movies that explore the idea of time travel. A recurring theme is that very small changes made in the past can dramatically impact the present.…
Index investing has become a cornerstone of modern investment strategies, particularly favoured for its simplicity and performance track record. However, while it offers a number of benefits, there are also…
According to a recent survey, Baby Boomers plan to leave their Millennial children an average inheritance of $940,000. Inheriting a significant sum of money can be a life-changing event, especially…
Naming beneficiaries on your various investment accounts can play a crucial role in financial and estate planning, offering a straightforward way to transfer them directly to chosen individuals when you…
Saving for your child’s future education is a topic that comes up a lot with our clients. If you have children or you’re expecting one soon, one of the most…
As you approach retirement, the question of how to manage your investments becomes increasingly significant. Among the many of options, annuities are often a topic of interest. Are they the…
Although a lot of the buzz around cryptocurrency has died down since the pandemic, it still remains one of the most debated and misunderstood areas of investing. Unlike the relatively…
The recent updates to capital gains taxation in the 2024 Federal Budget have stirred a lot of discussion among investors and their advisors. The changes, while they may appear limited,…
As the frenzy around artificial intelligence (AI) continues to grow, it’s crucial to step back and evaluate the landscape with a discerning eye. Today, we find ourselves at an inflection…
