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Year-End Planning Tips

Now is usually the best time to consider harvesting tax losses before the year-end to manage your overall income …

Beware of Travel Scams

If you are planning a holiday, it is wise to be aware of the six most common travel scams …

The Ravages of Alzheimer’s

The Baby Boomers have become known as the sandwich generation as they are wedged between the dependency needs of …

Generating Investment Returns

During our ongoing weekly discussions with clients, we occasionally get questions from individuals about their approach to investing – …

Get Smart Saving Tips

Balance in life is essential for well-being. Since finances are a number one stressor for most Canadians1, how you …

After spending a lifetime managing your money to ensure that you actually have something to leave to your heirs, …

When you’re going on a journey, there are three essential questions to ensure you have a great trip. How …

During the past several months, a few clients have expressed concerns about world events and the potential impact on …

Pros and Cons of Annuities

With the turbulent times we have been experiencing in the markets, more people are considering annuities to ensure a …