News & commentary

As we say goodbye to RRSP Season, we can stop thinking about the lump sum contributions that need to be made. We should, however, take this time to revisit our beneficiary designations. As you know, your RRSP, your TFSA and Life Insurance policy(ies) all have named beneficiaries. Some of these beneficiaries may have been named […]

Market & Economic Environment: Global equities added to the January surge that was their best showing in three decades, leading to double-digit gains for many major indices within the first two months of the year. The TSX and S&P 500 rose 3% in February – bringing their YTD gains to 11.7% and 11.1% respectively – […]

This year, you may receive multiple year-end documents for the same account. You are encouraged to use this checklist to keep track of your year-end documents. If you have any questions regarding the delivery of these documents, please contact your advisor. In addition, some external issuers may amend previously released data, resulting in amended slips […]

Managing an investment portfolio takes time, but understanding your costs and performance shouldn’t. Accordingly, we’ve designed a set of reports that are simple, user-friendly and, more importantly, easy to read. Click here to read.

Stock markets around the globe were in rally mode during the first month of 2019 after falling flat on their faces during last year’s final quarter. Investors took comfort in a more dovish tone from the U.S. Federal Reserve as well as the Bank of Canada, where the heads of the respective banks indicated interest […]

One of the industry’s most respected publications, Wealth Professional Canada, rings in the new year by recognizing the top 50 advisors working in wealth management services today. For 2019, this premier group of talent includes Robert Luft who comes in at #9. Click here to read the published article in Wealth Professional Canada.