Growth

Family, Growth, Income • May 30, 2024

Need to take money out of your portfolio? 6 questions your advisor should be asking.

Seeing your nest egg shrink is one of the hardest pills to swallow in retirement. During our working years, we all have the same investment goal: growth. And seeing the value of our portfolios and savings accounts go up gives us a sense of security and maybe even freedom. But seeing that number go down…

Growth, Health, Income, Legacy • January 5, 2024

Setting yourself up for success in 2024

A new year is a great time to reflect and set goals for the year ahead. If one of your resolutions is to retire in 2024, congratulations! In our experience as portfolio managers, there are four main areas that people who are approaching or living in retirement are concerned about: growth, income, healthcare, and legacy.…

Growth, Health, Income, Legacy, Lifestyle, Taxes • November 30, 2023

Myths vs. Realities

It has been a wild two years. Post-pandemic uncertainty. Volatile markets. Geopolitical risk. It’s no wonder people are experiencing fear. However, when you make investment decisions based on emotions rather than on strategy, it can cause your retirement plans to go off the rails. The best way to fight fear is with facts. We want…

Growth, Health, Income, Legacy, Lifestyle, Taxes • November 21, 2023

How Do You Want to Be Remembered?

Matthew Perry passed away in his Los Angeles home last month. While many are remembering the star for his role as Chandler Bing on the hit TV show Friends, others are recognizing him for his commitment to helping people recover from addiction. The actor, who had his own struggles with drugs and alcohol, said in…

Growth, Health, Income, Legacy, Lifestyle, Taxes, Uncategorized • November 3, 2023

Let’s Talk About Risk

Are you frustrated by the markets? We are too. It has been a long time since anybody saw much growth in their portfolio. And there has been no place to hide. The markets have not been kind to investors who have taken an active approach, and those who have been conservative have not fared much…

Growth, Health, Income, Legacy, Lifestyle, Taxes • October 26, 2023

Should Alberta Get Out of the CPP?

Should Alberta exit the Canadian Pension Plan (CPP) to create a pension plan of its own? It is a hot topic that was recently brought to the national stage by an open letter sent by Prime Minister Justin Trudeau to Premier Danielle Smith. In the letter, Trudeau states that he is deeply concerned over the…

Growth, Health, Income, Legacy, Lifestyle • October 20, 2023

Are you choosing retirement or is retirement choosing you?

Retiring when you feel physically, mentally, emotionally, and financially ready is the goal. However, that is not an option for everyone. Many people have to retire because of health problems, layoffs at their company, or issues within their family. That got us thinking . . . Does how you leave the workplace predict your happiness…

Growth, Income, Legacy, Lifestyle • October 5, 2023

Gift or loan? Why it is important to document your intentions

How do you know if the transfer of money or assets is a gift or a loan? When it comes to moving money within your family, lines can get blurred. In a recent Ontario court case, a father claimed that the $10 million in cash and real estate he had transferred to his adult son…

Growth, Health, Income, Legacy, Lifestyle, Taxes, Uncategorized • October 3, 2023

Time is money

The average person spends more time working than doing any other activity, unless you count sleeping. Working is important; it gives us the money we need to meet our basic needs and support our families. However, we can get so focused on climbing the corporate ladder, earning a paycheque, and socking money away for retirement…

Growth, Health, Income, Legacy, Lifestyle, Taxes • September 21, 2023

10 Reasons Why the Wealthy Want Insurance

It’s a myth that as your wealth increases, the need for insurance decreases. The fact is the more you have, the more you have to lose. Wealth can insulate you against many of life’s uncertainties, but insurance can do so much more than protect you from risk. It can play a crucial role in minimizing…

Need to take money out of your portfolio? 6 questions your advisor should be asking.

Setting yourself up for success in 2024

Myths vs. Realities

How Do You Want to Be Remembered?

Let’s Talk About Risk

Should Alberta Get Out of the CPP?

Are you choosing retirement or is retirement choosing you?

Gift or loan? Why it is important to document your intentions

Time is money

10 Reasons Why the Wealthy Want Insurance

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