News & commentary

It’s never a pleasant topic, but how many of us have taken a long and serious look at our estate plans? Do you know where your assets will go after you’ve passed away? A Will can help determine this. What a Will won’t help with, is protecting your estate from tax. Do you know what […]

Market & Economic Environment: North American indices powered their way to historic highs in November, boosted by lowered trade tensions and solid corporate earnings. The TSX Composite rebounded from October’s 1% decline with a 3.4% surge that took it over the 17,000 level for the first time. Nine of the 11 sectors on the index […]

Market & Economic Environment: The TSX Composite fell 1% in October even as most major indexes globally gained in the month. Declines by the Canadian benchmark’s consumer, health care, energy and real estate sectors offset gains by the materials, industrials and financial groups. The S&P 500 advanced 2% in the month, posting a new record […]

As you near retirement, you will have lots of choices to consider and decisions to make. Most people tend to focus on income sources and needs the most, as they should because it will perhaps be the most important factor to consider. However, one of considerations that seldom gets talked about is medical and/or dental […]

If you haven’t been thinking about your insurance needs, you’re not alone. Most people don’t think about insurance until they actually need it, but it’s always best to explore your insurance options or apply for your insurance policy(ies) before you need them. If you are young and healthy, you likely won’t need insurance… at that […]

Market & Economic Environment:  Canadian and U.S. stocks advanced in September to cap the third straight quarter of gains. Strong gains by the financials and energy sectors fueled the TSX Composite’s 1.3% rise last month, bringing its Q3 gain to 1.7%. Energy stocks rallied as crude oil recorded its biggest-ever gain on September 16 after […]