Recent Articles

Putting It In Perspective

The investment markets have been very “volatile” since the start of 2022. Volatile is just financial industry jargon that means markets move up and down. For retail investors, the biggest concern is when markets move down. Retail investors love when

Can You Be Over-Insured?

Most Canadians take the correct steps to protect their property against loss in case anything they own is lost or stolen.   Concerns about recouping losses if a home is robbed, or a favorite vintage guitar is destroyed during a

Victor’s nightmare began with a phone call from someone claiming to be from the Canada Revenue Agency, informing him he owed thousands in unpaid taxes. If he didn’t pay immediately, he would be arrested. Victor was too embarrassed to ask

Business, investing and life in general follow predictable ebbs and flows. The Business Cycle is no exception. This is the cycle whereby the economy goes through strong growth periods, weaker growth periods and everything in between. Governments and the Central

Dollar Cost Averaging

Let us imagine that you have a plan to be a wise investor and use your funds to make strategic deposits into your various investment funds. You’ve heard about the investment strategy of buying any time the market is low

By 2026, an estimated $1 trillion in personal wealth will be transferred from one generation to the next in Canada1, the largest transfer of wealth in our country’s history. This transition involves financial complexities for both benefactors and their heirs.