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Our Blog

Top 20 reasons for professional financial advice

Did you know that individuals who work with a financial advisor have a net worth 4.2 times higher than those who go it alone? Read more.

How You Can Avoid Fraud Thumbnail

How You Can Avoid Fraud

March is fraud prevention month and every year, millions of people in Canada and around the world fall victim to scam artists. Recently, these criminals have been posing as the Canada Revenue Agency (CRA). They say they’re collecting outstanding tax debts, but their goal is to steal banking information and deplete their victims’ accounts. You’ve worked hard for your money. We don’t want you to lose it so we’re sharing this information from the CRA to help protect you against fraud.

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The Tax-Free Savings Account can be a misunderstood savings tool Thumbnail

The Tax-Free Savings Account can be a misunderstood savings tool

The Tax-Free Savings Account (TFSA) can be a misunderstood savings tool. Considered by some to be a short-term investment, many of us do not value its long-term savings potential. If you’re in your 20’s, you have time on your side and are well positioned to make (or exceed) a million dollars of tax- free savings by retirement. If you’re getting a late start with investing, don’t worry. Individuals in their 30’s, 40’s and 50’s can still accumulate significant tax-free savings by the time they’re ready to retire.

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Q4 Market update - What a year!  Thumbnail

Q4 Market update - What a year!

While that ideal bottom of the market investment opportunity has passed, we’re still optimistic about the year ahead. There’s reason to believe that the economic environment in Canada, the U.S. and internationally will be much improved from 2020.

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