Investing 101

An overview of investing basics & terminology, a look into investment styles and markets, learn the different types of accounts and find out how (and how much you need) to get started....

Read more

Socially Responsible Investing: Debunking the Myths

Just a half-century ago, Nobel-winning economist Milton Friedman championed the concept of maximizing shareholder wealth:. Today the tides have turned....

Read more

The Value of Advice: Emotions & Our Investing Decisions

It’s no surprise that human emotions can often have an impact on investing. Understanding the psychology behind why we make certain decisions can provide some perspective as we pursue the task of wealth building....

Read more

Is it time to revisit beneficiary designations?

Since opening your registered plan accounts, have you revisited your beneficiary designations?...

Read more

Covid-19 Market Update

We are watching indicators very closely and constantly looking at all aspects of our clients’ investments. Here we answer some of the many questions we are being asked by our clients during these troubling times....

Read more

Gifting Money to Adult Children: Three Things to Consider

Do kids today really have it harder?...

Read more

10 Reasons to Stop Putting off Your Estate Planning

Estate planning can not only ensure that your assets are distributed in accordance with your wishes, but it will also ensure that such distributions are done in a tax effective manner, and that your beneficiaries are protected....

Read more

Questions to ask when choosing an Investment Advisor

Choosing the right Investment Advisor is a big decision that can significantly impact your financial future. To help you with this decision, here's a list of questions to consider...

Read more

TFSA vs. RRSP

Both the RRSP and TFSA can be excellent savings tools. Ideally, it is beneficial to maximize contributions to both....

Read more

Invest in Your TFSA

One of the most compelling reasons for investing in a TFSA is the opportunity for tax-free growth....

Read more

Subscribe to our E-mail Updates

Sign up to receive investor insights, exclusive event info and Evan's reading recommendations.