News & Insights

Investor Education Blog

How to pay less tax this year if you're an incorporated business owner
November 1, 2023
Financial strategies such as these, when combined with valuable tax advice, can help you to build wealth and face your future with more confidence
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Preparing the Next Generation for Wealth - Steps for Success
October 25, 2023
In the second and final post of our “Preparing the Next Generation for Wealth” series, we look at aspects to not overlook in the planning stages and ways you can help prepare the next generation to become good custodians of the family legacy.
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Preparing the Next Generation for Wealth - Why It Matters
October 25, 2023
Most people turn to a financial advisor simply for a tax-efficient estate plan to ensure their heirs inherit as much as possible. But what good is that if the next generation are ill-equipped to deal with it, either because the money comes as a surprise or because they’re too entitled to handle such a windfall?
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Why Are You Really Still Working?
October 18, 2023
Back in August we dedicated our blog posts to the theme of re-envisioning retirement as an opportunity to re-invent one’s life. Forbes is weighing in on the subject matter of why people who are nearing retirement age continue to work.
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Adding New Money Part 1: Choosing the REIT path
October 4, 2023
If you are a long-term buy and hold investor with a typical cash, bond and stock portfolio you might be feeling a little down right now, no pun intended. Your portfolio probably peaked a couple of years ago and has been grinding along sideways since. But fear not, for those still accumulating, this is an opportunity.
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Proposed Tax Changes in Canada Could Stifle Large Charitable Gifts
September 26, 2023
When making a larger charitable donation to your choice of cause(s) it is sometimes encouraged to consider donating investments (ie. not the cash proceeds) because of amazingly generous tax benefits.
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Why The Hype Around Private Investments?
September 21, 2023
You may be hearing more about Private Investments these days and wondering if they are suitable. The first question you may have is why the focus on them now?
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Why Wait Until Retirement To Maximize The Joy In Your Life?
September 6, 2023
Sometimes we spend so much time preparing for what’s to come, that we forget to maximize the joy in our every day.
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Second Chance to Shine: The Numbers Game
August 30, 2023
Retirement no longer serves up connotations of aimless afternoons drinking tea and playing bingo. Instead – as explored in Parts 1 and 2 – increased life expectancy now offers a longevity opportunity: the chance to return to neglected passions and enjoy your later years while earning income in the process. However, just like with bingo, the numbers need to be right. A sturdy financial plan is paramount to maximising a fulfilling encore career.
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Second Chance to Shine: Embrace New Beginnings
August 16, 2023
Many of us put our dreams and hobbies on the backburner for all kinds of understandable reasons – a job that will pay the mortgage or put the kids through college, to carry on the family business or to pay off debt, for example. For those who love what they do, an encore career offers them the chance to keep on going, albeit at a slower pace. For others, maybe the career you chose when you were 20 was the wrong one, or maybe after 30 years you simply want to try something else.
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