The Emotional Currency of Wealth Transfer: Navigating Complex Conversations

Money is emotional. Within families, differing values, financial literacy levels, and expectations around inheritance can create tension and avoidance. As a result, family conversations about money and wealth transfer often remain superficial......

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3 reasons why HNW women may not be ready for retirement

For some, the ideal retirement involves annual scuba diving trips to Belize and golfing at the best courses around the world. For others, it’s staying close to home to spend more time with family or taking joy in sharing their wealth......

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New pension plan for Ontario incorporated physicians

The Healthcare of Ontario Pension Plan (“HOOPP”) recently announced that Ontario incorporated physicians will be eligible to participate in its defined benefit pension plan, effective January 2025......

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Retirement Strategies to Stay Focused on the Long Term

No matter how often we’re told to prepare for stock market volatility, we are often greatly unnerved by it and wonder if there is anything that can or should be done in response....

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Strategies for Your Retirement Savings Plan

A TFSA is a multi-purpose, tax-efficient savings account that complements your existing retirement savings plan. Your TFSA contributions grow tax-free and can also be withdrawn on a tax-free basis at any time, and used for any purpose (i.e., a new ca...

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Planning For Certain Risks in Retirement

With the steady improvement in life expectancy, many more people will be around to celebrate their 90th birthdays than in the past – but will they have enough retirement income to last their lifetime? According to Statistics Canada, a 65-year-old man...

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Weekly "Focus" and Silicon Valley Tank

Silicon Valley Bank grabbing headlines this week...

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Weekly "Focus" and a Full Swing

If you have enjoyed watching the Netflix documentary series Formula 1: Drive to Survive...

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Brian Belski, BMO Capital Markets’ Chief Investment Strategist, spoke to CNBC about why investors should focus on fundamentals and avoid acting out of fear despite market uncertainty. “We don’t know exactly what’s going to happ...

Brian Belski, BMO Capital Markets’ Chief Investment Strategist, spoke to CNBC about why investors should focus on fundamentals and avoid acting out of fear despite market uncertainty. “We don’t know exactly what’s going to happen with respect to the tariffs. You have too much guessing, too much uncertainty, too many models, too many people trying to make the big call on the market.” Full discussion here: http://spr.ly/6049Fwd0D

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