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Deborah Bongard
Christopher Bowlby
Mark Parent
Rosemary Hart

1 First Canadian Place
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Toronto, ON
M5X 1H3

Coronavirus and Market Volatility

Posted on: March 18, 2020

The last five days (and few weeks) in the market has been characterized by the same panic that has taken over our nation’s supply of toilet paper with panic taking over any rational thought. The financial markets are in a “shoot first, ask questions later” mentality causing a flight to safety by any means necessary.

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What to Focus on During a Market Selloff

Posted on: March 9, 2020

On days like today, the markets test your mettle as an investor and a reminder that the prolonged period of low volatility and easy returns, such as 2019, are earned with periods of volatility. The markets usually move slowly up but violently down in times of panic. During these times of volatility, it is important to focus on the following six principals: ...

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Protecting Your Digital Assets: Estate Planning in the Modern World

Posted on: February 18, 2020

So much of our personal lives exists online, nowadays. Living in this day and age, chances are high that you have a personal profile on at least a few different social media platforms. You also likely use online banking and other online financial platforms to help manage your money. You are also likely a member of various loyalty programs with your grocery store, gas station, travel provider, etc. The services provided by these various online platforms hold value, and as such, are assets. As with all assets, these digital assets must also be incorporated into your estate plan.

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Starting your RRSP Early Can Help you Buy your First Home

Posted on: February 11, 2020

When withdrawing money from an RRSP, funds are typically treated as taxable income – with one exception. The Home Buyer’s Plan (HBP) allows first time home buyers to withdraw up to $35,000 from their RRSP tax-free to put towards the purchase of their first home.

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