Investors face tough markets from time to time. Think back to early 2020 and the start of the COVID-19 crisis, for example, when markets dropped suddenly as the pandemic gripped the world. Today we have new sources of uncertainty as […]
Canada’s economy is deeply rooted in entrepreneurship, with family-owned and privately held businesses leading the way in job creation and economic diversification over decades. Now, Canada stands at a critical juncture: the successful transfer of ownership and leadership of small […]
When I first started as a financial advisor, I thought I’d be doing one thing; helping people manage their finances. I pictured myself sitting with clients, discussing their savings, investments, insurance and retirement needs. I knew we’d always deal with […]
Internet artificial intelligence tools have exploded in popularity in recent years. From drafting emails to answering trivia questions, AI software has quickly become a go-to resource for many Canadians. I am personally iffy on seriously using AI in any activity. […]
As we prepare for the holidays, many of us are reviewing our finances and planning for the months ahead. October is National Financial Planning Month, so there couldn’t be better timing. Let’s use this month to focus on building solid […]
Learn the money moves you can make this fall to set yourself up for success in 2025 and beyond. Revisiting your asset allocation can help ensure your portfolio is on track to meet your financial goals. Now may also be […]
You may have cut loose this summer with late nights, long trips away and spontaneous summer fun. As school starts and the social calendar calms, or gets worse with kids’ sports, you may be feeling motivated to get back into […]
The global trade war launched by the U.S. has evoked the “elbows up” rally cry in Canada. It’s most often associated with NHL legend Gordie Howe but any small kid playing hockey knows what it means when they square off […]
It’s never too late to start investing, but your strategy might change as you progress through different life stages. Two huge factors that change over the years are the time to retirement and income. There are pluses and minuses at […]
While the interest rate is important when choosing a business loan, it’s not the whole story. You should be wary of surrendering too much control and flexibility for the sake of a few percentage points on an interest rate. Otherwise, […]