Maximizing Your Estate’s Benefits While Easing The Burden On Your Loved Ones
Your savings, possessions and property form your estate. Estate planning allows you to decide in advance who receives what, and to establish a fina…
Blog
Helping seniors find the most suitable accommodation – Part 1
Many seniors and others in need do not feel ready to leave their home for an institutional setting but do need support to remain at home. Trying to…
Decluttering and rightsizing… get ready for a fresh start!
Downsizing or rightsizing is a process that many face due to relocation, health restrictions, lifestyle change, or daily needs. Whether you are mov…
Big-picture lessons from 2019
We would like to share some reflections and big-picture lessons from 2019 to help stay on target in the New Year.
Stick to the Balanced Port…
2019 Year-End Checklist
A checklist to help everyone, retired or saving for retirement, get the most out of tax credits, deductions, and benefits and keep important dates …
Maximizing Life Insurance
Life insurance enables policyholders to replace the income of a lost loved one in the event of their death. It is a critical safety net to ensure t…
RESP Strategies
As the school year kicks into full gear, it is a good time to discuss the best practices relating to Registered Education Savings Plans (RESPs). Fi…
The value of bonds as a tactical investment
Having a balanced portfolio can help make portfolios more risk resistant and allow them to succeed in numerous market cycles. Bonds are one of the …
Why Most Retirement Plans Fail?
By: Robert Rothenberg, CFA, CIWM, FCSI
When new prospects come to see us, they typically ask about our rate of return assumptions when projecting t…
