Navigate Bear Markets
Navigate Bear Markets with Professional Advice If you’re like most investors, emotions tend to creep into your investing decisions. When markets are strong and your investments are rising in value, you may become overconfident and less careful, investing money in the next “sure thing” without thoroughly researching the potential risks involved. On the other hand, […]
Find Opportunity in Market Volatility
Find Opportunity in Market Volatility Periods of market volatility have peppered the past century. They’re not new. And they will happen again. Volatility + Opportunity = Volatunity As many investors already know, these ups and downs can wreak havoc on our portfolios and emotions. However, history has shown that in times of turmoil, sticking to […]
Senior Wealth Advisors Help You Grow & Preserve Wealth
Senior Wealth Advisors Help You Grow & Preserve Wealth The single most important ingredient of your long-term financial success is working with Senior Wealth Advisors to help you grow & preserve wealth. Whether you’re just beginning your financial journey or planning a legacy for generations to come, a Senior Wealth Advisor – one you can […]
Pay Down Debt; Avalanche or Snowball
Debt Avalanche or Snowball It might sound like an issue specifically for winter, but deciding whether to follow the “avalanche” or “snowball” approach to tackling debt is relevant at any time of year. If you’ve accumulated debt, trying to reduce it can seem intimidating. Where do you start? How do you limit the amount of […]
How to Pass on the Family Cottage
How to Pass on the Family Cottage Canadians adore their escapes from the city. And what’s not to love? Not only is a cottage a great getaway, bringing joy to families and friends for generations, it’s also proven to be a profitable investment for many who purchased their property decades ago. It may be hard […]
Women and Retirement Planning: Why it’s Different
Women and Retirement Planning: Why It’s Different Although numerous gender barriers have been broken down over the years, at least one remains – women have less money saved for retirement than men. It’s been recently reported that 25% of Canadian women have contributed fewer dollars toward retirement than their spouses1. The same survey highlighted that […]
Have You Been Asked to be an Executor?
Have you been asked to be an Executor? Have you been asked to be an executor? It’s an honour to be asked, but also a great responsibility. As an executor, it’s your responsibility to wrap up a persons’s estate after they’ve passed away based on their last will and in accordance with applicable laws. This […]
Preserve Wealth and Reduce Taxes with a Family Trust
Preserve Wealth and Reduce Taxes with a Family Trust High-net-worth families want to protect their wealth, and one proven way to achieve that goal is through a family trust. And while high-net-worth families may reap the greatest benefits from trusts, other families – especially those who own a business – can make good use of […]
In Your 50s? How to Get Ready for the Retirement You Want
In Your 50s? How to Get Ready for the Retirement You Want While 50 may be the new 30, it’s simply not the case when it comes time to get ready for retirement. For that, there’s no turning back the clock. When people reach their 50s, they tend to realize that retirement is no longer […]
Downsizing as Retirement Smartsizing
Downsizing Your Home as Retirement Smartsizing Do you have a “guest room” in your home that hasn’t seen a guest in years? A basement of clutter you haven’t looked through for even longer? Maybe you’re considering retirement – not just for yourself, but also for your lawnmower and snow shovel. Downsizing your home (or rightsizing) […]