Recent Articles

We all know how easy it is to romanticize our retirement years. Many of us make lengthy lists of things we will do and experience

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’. Financial media personalities have

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

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

Why do certain retirees struggle to spend money? Their fear of depleting their savings.1 (There’s 1 big reason millions of US retirees struggle – and

Why Time Matters

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