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My career began within the financial services group at Ernst & Young and while three years of rigid audit tasks

The Canadian Securities Administrators, an umbrella organization of provincial and territorial securities regulators, introduced a measure two years ago to help

Across the country, a vacation property may be known as a cottage, cabin, chalet or camp. One thing they all

Wealth planning doesn’t retire when you do—it just changes. Now financial life is largely about making the most of the

A Registered Education Savings Plan (RESP) is widely acknowledged as the number one way to save for a child’s education.

When retirement is on the horizon or you’re already retired, you may start to think about downsizing. Often, it’s a

Financial Literacy

Split your income to save tax

As an individual, you can save tax by using credits, deductions, exemptions and registered investment accounts. As part of a couple or family, you have opportunities to save tax by

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Financial Planning

Spring clean your beneficiary choices

Say that the holder of a Registered Retirement Savings Plan (RRSP) names their spouse as the beneficiary. Later, the couple divorces. The RRSP holder removes their ex-spouse from their will.

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Financial Literacy

Should you co-sign a loan?

Your son asks if you’ll be a co-signer so he and his wife can qualify for a mortgage. Or a friend who’s struggling financially wants to know if you’ll co-sign

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Economic Insights

A Smooth Start (For Now)

Investors’ appetites have increased as we entered 2023. Generally, at asset class level, the larger the loss in 2022, the larger the gain (recovery) in 2023, though this is only

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Economic Insights

On the Edge of Recession

Recession seems to be the dominating topic for 2023.  The depth of recission and what may trigger it could be different from country to country. In Canada, rising rates have

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Economic Insights

Multi-Asset 2023 Year Ahead Outlook

It is December, we think about family, celebrations, food and for us in the investment industry, the investment outlook for 2023. We can attempt to predict based on “known unknowns”

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