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40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3
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ESG and Sustainable Investing

Posted on: August 17, 2021

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 become one of the fastest grown sectors in the financial markets, with both companies and investors beginning to incorporate ESG into their practices. One of the biggest questions that investors ask is what is ESG and how can it be used in your portfolio.

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An Introduction to Cottage Succession Planning

Posted on: June 30, 2021

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 preserve for generations to come, but passing down a cottage is not always as simple as it may seem.

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

Posted on: June 30, 2021

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 for granted and the things we want to do when the pandemic is over. But now that the vaccine rollout is picking up, it’s time to put those months of contemplation to good use. If the pandemic has shifted your personal priorities, it’s important to make sure your financial plan reflects that.

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Looking at Long-Term Care for Your Aging Parent? Consider These Three Factors as Their Power of Attorney

Posted on: January 13, 2021

As our parents get older, one of the most important familial responsibilities we have to consider is elderly care. While we all hope to live a life without extra assistance, health problems often arise in old age and when they do, you want to be prepared.

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