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Market Highs vs. Your Goals

As Canadian and US stock market indexes hit new highs this year, many investors began expressing …

Before a skyscraper can reach for the clouds, it needs a very strong foundation. Once the …

Recently, a client wanted to leave all of their money to two charities through their Will. …

Why Time Matters

It is not uncommon for an individual or organization, such as a charity or community tennis …

But I’m Invincible

Most people have a false sense of security by believing that they will not be victims …

Passing it on to Your Heirs

Ralph and Mary have accumulated a nice estate, a good portion of it in cash. They …

Diversification is Key

As with many retirement savers, it took two major stock market events (Global Financial Crisis, Global …

History tells us about half of marriages in Canada end in divorce. Andrew and Sara are …

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