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Financial Resolutions for 2022

Posted on: January 28, 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 setting financial resolutions to establish healthy spending habits and maximize your wealth.

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ESG: A Year of Growth

Posted on: December 22, 2021

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 world impact of ESG and climate funds. in 2022, ESG is poised to take a leap in its maturity due to the growing attention of securities regulators, the launch of new reporting frameworks and the demands of investors for higher quality ESG information.

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How to establish your family’s charitable legacy

Posted on: December 15, 2021

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, from making a charitable contribution to donating securities. However, now more than ever charities need our support as they endure the long-lasting impacts of the COVID-19 pandemic. This holiday season you may want to consider how you can give back in a bigger way. In this article, we will be diving into two popular options for you to establish your family’s charitable legacy

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

Posted on: November 12, 2021

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 Further into the mainstream and has highlighted the importance for companies to create credible climate change strategies.

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