Legacy

Legacy, Taxes • June 20, 2024

Making your money go further: The benefits of planned giving

Whether you want to advance medical research, protect the environment, support the arts, or help the people who need it in your community and around the world, giving back speaks to who you are and the values you hold. But did you know that there are more strategic and tax-efficient ways to support the causes…

Family, Insurance, Legacy, Taxes • April 19, 2024

A Secret Weapon of Wealth Planning: Life Insurance

What comes to mind when you hear the word ‘insurance’? That car accident you got into when you were a teenager? Fighting with the insurance company over a claim for damage to your home? The medical hoops you jumped through to get life insurance? When you are younger, insurance represents protection at best. If you…

Family, Legacy • January 30, 2024

You’ve Helped Your Kid Buy a Home . . . Now what?

Over the last decade, we have seen more parents providing financial help to their Gen Z or millennial kids, from covering bills to allowing them to move back home to helping with down payments. However, helping with these costs seems to be old news. According to Rob Carrick, Personal Finance Columnist with The Globe and…

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…

Making your money go further: The benefits of planned giving

A Secret Weapon of Wealth Planning: Life Insurance

You’ve Helped Your Kid Buy a Home . . . Now what?

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

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