Portfolio Structures as of December 32, 2022.
The fall in Ontario has been absolutely stunning this year and we hope you were able to enjoy all of nature’s beauty, especially as winter approaches. The stabilization of global equity markets is encouraging as well as we enter a traditionally stronger part of the market cycle.
In this newsletter, we discuss the importance of probate planning, estate planning advice for women, and a brief market summary.
We hope you had a wonderful Thanksgiving weekend. We have so much to be thankful for in Canada given the multitude of challenges others are facing with around the world.
In this newsletter, we focus on the importance of estate planning, granting a Continuing Power of Attorney for Property, and a brief market summary.
As summer comes to an end, and with children and grandchildren finally returning to school in person, we continue to hope that you and your family remain healthy and well, and you can enjoy a slower pace as fall approaches.
In this newsletter, we provide best methods to teach children and grandchildren about money, education planning for children, an outlook on inflation and a review of the global markets in August.
Summer is halfway finished, and we trust you have been enjoying the beautiful weather in Canada. We hope you remain healthy and can enjoy time outdoors, and perhaps travel with friends and family.
In this newsletter we provide excellent planning strategies for CPP, RRIF and OAS considerations, caring for two separate generations and a review of the markets during July
We hope you are enjoying all that summer offers in Canada. It is a wonderful time to enjoy the outdoors with family and friends.
In this newsletter we provide an article of successful strategies for volatile markets, how investment biases impact decision making, and a review of the markets during June.
Summer is officially around the corner, and the worst of the pandemic is hopefully behind us. We trust you and your family are well, and you are looking forward to enjoyable activities outdoors.
In this newsletter we provide interesting articles for Wealth Plans During Uncertain Times, Philanthropy after Separation and Divorce, and a brief market overview for May.
We hope you and your family are well and looking forward to summer. It’s the time of year that allows us to enjoy the wonderful Canadian outdoors and to socialize more with friends and family. Enjoy!
In this newsletter we provide interesting articles for providing for those who are financially dependent, challenges if disinheriting your children and a brief market overview for April.
With another winter season behind us, we look forward to enjoying the best of outdoor activities in Canada with the arrival of Spring. We hope you and your family are well and are hopeful that better days are ahead for those living in the Ukraine and surrounding countries.
In this newsletter we provide a number of interesting articles to safeguard your wealth, to better protect your online account security and a review of the markets during March.
The recent events in the Ukraine continue to weigh on everyone’s mind. We can only hope for a peaceful resolution to an extremely challenging problem quickly.
In this newsletter we provide a checklist for completing your 2021 tax return, a 2022 “facts and figures” chart, and the results of the recent BMO annual retirement study.
We continue to wish you and your family good health and optimistically believe better times are ahead for all of us in Canada in the very near future.
This newsletter will focus on wealth and tax planning for 2022. Included is a 2022 Personal Tax planner, an article to help you save taxes and protect your net worth, and a market review for January
We would like to wish you and your family a healthy and prosperous 2022. While our team was largely unaffected by COVID-19 last year, we recognize that others were less fortunate. We remain optimistic that the worst is behind us and look forward to less challenging days ahead.
In this newsletter we provide an article on the importance of a wealth plan, a review of our investment process and portfolio results, and a summary of global markets in December.