facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Insights, Publications,
Videos & News

Insightful Videos

Time in the market or timing the market?

Tips on how to improve your credit score

Invest your money. Three short, simple words. Or are they?

News & Articles

Take action against fraud Thumbnail

Take action against fraud

Those who perpetrate fraud are constantly trying out new strategies that don’t yet appear on a list. As COVID-19 spread around the world, for example, private companies started trying to sell “faster” tests, people showed up on doorsteps offering “decontamination” services and fraudsters posing as workers for charitable organizations offering free medical products (for example, masks) for a donation.

Read More
Market Update: Second Quarter 2020 Thumbnail

Market Update: Second Quarter 2020

The stock markets in 2020 have resembled riding a wild roller coaster for investors. Despite a very weak economic outlook earlier in the year due to uncertainty surrounding the coronavirus, major global stock markets have recovered most of their losses for the year.

Read More
Estate Planning Essentials Thumbnail

Estate Planning Essentials

You know you should do it, but it’s a tough reality to face. Estate planning is a process that many people put off, and you’re certainly not alone if you have yet to begin. Just over half of Canadians (51 per cent) do not have a will, and a further 15 per cent have a will that is not up to date. Those are surprising numbers when you consider just how much is at stake.

Read More
Who will speak for you? Thumbnail

Who will speak for you?

Just like a will, a power of attorney allows someone else to carry out your wishes when you’re unable to do so. And, just like a will, it’s an important part of a comprehensive financial and estate plan. Yet powers of attorney are often less well understood than wills, so it’s worth looking more closely at how they work.

Read More
Registered savings plans and your estate  Thumbnail

Registered savings plans and your estate

Most Canadians are familiar with the tax advantages of using registered savings plans to save for retirement. Contributions to Registered Retirement Savings Plans (RRSPs) are tax-deductible, and any growth or income earned on the underlying investments inside an RRSP or Registered Retirement Income Fund (RRIF) is not taxed until withdrawn. But what happens when an RRSP or RRIF owner passes away? To help provide some clarity, we’ve compiled a list of answers to some frequently asked questions.

Read More
Jobs of the future Thumbnail

Jobs of the future

We are at the beginning stages of the fourth industrial revolution, dubbed Industry 4.0. As the world dramatically changes under the influence of automation, cloud computing and artificial intelligence, employment is also experiencing a big shift. What jobs might the next-generation workforce have?

Read More