Time for a vacation property chat?

If you plan on passing down your cottage, cabin or chalet to your children, make sure they actually want to own the property. Finding out where everyone stands will prevent family conflicts down the road and help you with tax and estate planning. Gauge your children’s interest When you ask your child or children about […]

Single? Estate planning is still important

It’s natural to think that estate planning for a single person would be less involved than for someone who’s married with children. But that’s not necessarily the case. Many estate planning measures that are made automatically by a married individual, such as leaving estate assets to their spouse, require more time and thought for a […]

What to do when Retirement approaches

When retirement arrives, you want to enjoy this new chapter in your life – not start off with a multitude of financial decisions and to-dos. You can have comfort instead of chores by taking care of a few financial matters as retirement is approaching. Assess insurance needs When your working years end and you no […]

Is Cryptocurrency for Investors or Speculators?

Can you name three things you can pay for with cryptocurrency in Canada? If you’re like most Canadians, you’re probably struggling for an answer, and this illustrates what makes cryptocurrency so unusual. Without fulfilling its purpose as a viable currency, it has become a worldwide investment phenomenon. If you want to know three things cryptocurrency […]

Concerned about Inflation?

Recently, Canada’s inflation rate climbed to a 30-year high. While that affects our cost of living with goods and services getting pricier, rising inflation also impacts our investments. The good news is that inflation is already one of the potential investment risks that money managers and advisors monitor and respond to, as needed. Impact on […]