One of the effects the COVID-19 pandemic has had on people is getting them to think about estate planning. Getting a will done or updated was suddenly top of mind for many.

Most people associate being wealthy to being rich. However, there are many ways to be wealthy without ever being rich. 

For at least a few hundred years, economies around the world have used short-term loans as a viable source of funding for both Wall Street and Main Street. 

When you received your first quarter investment statement, how did you react? Were you still comfortable with your portfolio’s asset mix or did you want to change your strategy and lower your exposure to stocks?

There are many ways to reach your retirement goals. As a financial planner, I’ve had countless friends come to me with the popular question: “How much do I really need to save for retirement?”.

April 2020 - Catch up on what's been happening in the markets lately. Here's our investment team's commentary for the first quarter of 2020.


Working from home under mandatory quarantine alongside my wife and two young kids can get quite overwhelming. As my wife and I try to decide what to do and how to go about making the best decisions to get through this, it hit me: 
this is how investors feel right now!

As the reality surrounding the COVID-19 pandemic sets in, many candians are facing financial uncertainty like never before. Here are a few tax considerations that might help ease some of the pressure. 

March 18, 2020

We are closely monitoring the ongoing developments surrounding COVID-19. Our priority is the health and well-being of our employees, clients, and business partners.

It’s that time of the year again!  RRSP season is here and March 2nd is the last day that you can contribute to reduce your 2019 taxes. But, should you?Here are some compelling reasons why you may want to contribute.