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January 2019 Portfolio Management Team Update

Market & Economic Environment:  December capped the worst year for global equities since 2008, as the S&P 500 and Dow Jones Industrial Average plunged 9.2% and 8.7% respectively for their biggest declines in that month since 1931. With November’s gains only providing a temporary respite from the broad selloff that commenced in October, most major […]

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Life Insurance as a Source for Estate Relief

Everyone has heard the saying “there are only two certainties in life, death and taxes.” When we pass away most of our accumulated wealth is subject to income tax, probate tax or both. There are some simple things we can do to reduce this inevitable tax bill on our estates: own certain non-registered assets jointly […]

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In the news…

Robert Luft speaks to Wealth Professional Canada as Luft Financial named one of Canada’s Elite Advisory Teams.

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