How the New Tax-Free Home Savings Account Can Help You

There has long been a conversation in Canada about rising house prices and a lack of affordability for first-time buyers. The Liberal Government’s 2022 federal budget has allocated $10-billion into solutions to try and tackle this problem, one of whi...

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Financial Resolutions for 2022

For many, the beginning of a new year feels like a fresh start - it’s an opportunity to reflect on your successes and shortcomings from the previous 12 months and set new intentions for the year ahead. One way to make the most of this year is by sett...

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ESG: A Year of Growth

ESG has been one of the hottest trends in the investment world over the last few years, but veins of criticism began to emerge in 2021 and new questions are being asked about the integrity of ESG data, the transparency of ESG ratings and the real wor...

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How to establish your family’s charitable legacy

While the holidays can be a time for festive parties and gift giving, there’s no better feeling than paying it forward and contributing to a cause close to your heart. If you’re looking to make a seasonal donation, there are plenty of ways you can, f...

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COP26: ESG and Climate Change Capture the Market’s Attention

In early November, we saw world leaders gather in Glasgow for the COP26 conference to discuss climate change and create proposals for tackling climate change. This conference has continued to push more climate change and ESG/Sustainable Investing Fur...

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Mortgages and Housing Market in a Rising Rate Environment

Over the last few years, the Canadian Housing Market has increased significantly and many Canadians have locking into all-time low mortgage rates. As rates rise over the coming two years, there will be a profound impact on your personal finances base...

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Retirement planning lessons from the FIRE movement

The dream of retiring early is nothing new, however in recent years it has gained traction as a growing trend in the investment world, coined as the Financial Independence, Retire Early (FIRE) movement. Participants of the movement set the staunch go...

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ESG and Sustainable Investing

Over the last few years, we have seen a shift in corporations and industries worldwide incorporating social responsibility and the environment into their corporate philosophy and policies. This trend has permeated into the financial sector and has be...

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An Introduction to Cottage Succession Planning

For many Canadians, summer is a time for long Friday night drives out of the city, warm days by the dock and cool nights by the fire. As the temperatures rise, the whole country dives headfirst into cottage season. A cottage is a place I want to pres...

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Has the Pandemic Shifted Your Priorities? Time to Adjust Your Financial Plan Too

There is no question that the challenging events of the last year have had people all over the world reconsidering their priorities. After months of quarantine and isolation, we’ve all had ample time to contemplate the parts of our old life we took f...

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