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Deborah Bongard
Christopher Bowlby
Mark Parent
Rosemary Hart

1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3

Spring Cleaning: “What Documents Can I Shred?”

Posted on: June 10, 2019

Spring is in full bloom. You know what that means – it’s time for some spring cleaning. So, with document shredding season upon us, what documents can you shred? What should you keep? Here is a quick breakdown.

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Developing a Budget Mentality as a Young Professional

Posted on: June 5, 2019

As a young professional, your financial management priority can be narrowed down to one primary objective: budgeting. Your first financial priority is getting yourself to a strong enough financial position to be able to tackle the larger financial life decisions, like retirement planning, evaluating your insurance needs and determining effective asset allocation strategies for your portfolio. Budgeting will serve as the foundation from which you can begin to construct your financial life.

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Tackling a Retirement Transition: Asking Yourself “What’s Next”?

Posted on: May 29, 2019

Your retirement is something you plan for your entire life and is often a life stage you most look forward to. Moving on from a long-lived career that you have devoted most of your life to advancing, however, is a significant financial and life transition that many individuals often overlook. In this article I explore some common misconceptions surrounding retirement planning, and provide some easy tools for how to smooth the transition into this new, exciting chapter of your life.

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Estate Planning for the Modern Family

Posted on: May 22, 2019

The concept of a traditional family has evolved with time, and as a result, so has family estate planning. A new, modernized strategy for estate planning is needed to accommodate family structures that differ from the traditional model. In this article, I will outline the estate planning considerations and tax-implications for what may be considered a non-traditional family structure.

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