Recent Articles

Market Highs vs. Your Goals

As Canadian and US stock market indexes hit new highs this year, many investors began expressing anxiety about a possible ‘correction’. …

Before a skyscraper can reach for the clouds, it needs a very strong foundation. Once the building is complete, the foundation …

Recently, a client wanted to leave all of their money to two charities through their Will. They wanted to leave a …

Why Time Matters

It is not uncommon for an individual or organization, such as a charity or community tennis club, to consult a financial …

But I’m Invincible

Most people have a false sense of security by believing that they will not be victims of a critical illness like …

Passing it on to Your Heirs

Ralph and Mary have accumulated a nice estate, a good portion of it in cash. They want to leave it all …

A new baby in the family brings many hopes, dreams and expectations. This can often include thoughts about how their lives …

What is Insurance?

Insurance surrounds each of us every day: When you get in your car, when you come home to your residence, and …

The Safe Investing Dilemma

As John nears retirement, he is becoming concerned about covering his future living costs with income from only interest-bearing investments. Along …