For most people, it would be something tangible – like gold bars, Apple stock, paintings by the Group of Seven, or real estate in Rosedale. But what about education, experience, loyalty, or happiness? While these types of intangible assets won’t appear […]
It’s a subject I have been talking and writing about for many years. As each year passes, my Christmas sentiment becomes increasingly entrenched. I’m longing for return to a genuine Christmas spirit like we used to know. I am know […]
As people are closing in on retirement and the magic age of 65, there is a common question we get respecting their retirement plans. Sixty-five is a number and some people are not ready or cannot afford to retire at […]
We often do a lot of estate planning for people looking at their end of life arrangements. While we are detailed on this end, we also think about the situation of the beneficiaries who are chosen to receive benefits from […]
Sometimes we think that our advice as advisors caters to all in the same fashion. In fact, we can lose sight of specific factors and elements that may apply more directly to specific client groups. I’m not just speaking about […]
I’m in the process of choosing how I want to offer my current allocated time for volunteering. I have a certain amount of my time that I have set aside in my schedule to give back to my community. I […]
The more I use drive-thrus, the more I see people using their phones to pay for their purchases. They eliminate having to carry an array of cards to fumble through and use. On top of this, add in loyalty cards. […]
In today’s interconnected world, market turbulence is a familiar challenge for investors, influenced by global interest rates, technological advancements, and evolving economic landscapes. As a financial advisor, it’s crucial for us to support your clients by providing a clear understanding […]
Canadians are still unsure of the best way to plan for your retirement? Registered Retirement Savings Plans (RRSPs) are one of the most popular retirement savings plans in Canada. In fact, according to Statistics Canada, it remains one of the […]
September is deemed insurance awareness month. The key there is awareness. There are two truths and a lie, in that order, with respect to life insurance. Life insurance can be hard to talk about. Imagining worst-case scenarios is kind of […]
