“Stick to your long-term investment plan” is good advice under any market conditions. But what precedes that is a thoughtful assessment of your investment style, known as suitability. Do you know how to evaluate yours?
Have you designated a Trusted Contact Person? In situations like where your advisor suspects you may be a victim of cybercrime or has reason to believe an aging-related health issue may be impacting your decision-making ability, this added layer of security can be a benefit to your financial well being.
Going into 2022, many observers (including us) had a positive view on the economy and markets in general. This was predicated on a receding pandemic – which appears to be playing out. On today’s economic horizon, a different view emerges.
Given that we’ve seen interest rates fall to historical lows, and there’s talk now about higher rates in the future, the window of maximum opportunity may be closing.
We expect that Russia's actions will reverberate through the world for years to come. While the next few weeks are unpredictable, if we think about the longer term, some possible consequences come into sight.
What can business owners do to get money out of their corporation in a tax-efficient or tax-free way? In this blog, we look into the three key features of the Corporate Estate Bond strategy and why it could be an attractive option for business owners.
We found that despite strong year-end results, 2021 was full of surprises. Although 2022 may not bring us fully back to normal, we think it will be another big step towards normalcy, which is positive for the economic outlook.
The U.S. Travel Association estimates that, due to inflation, this year travellers will pay almost 5% more for food and drink, nearly 20% more for lodging, and an eye-popping 24% more for transportation than they did last fall. It’s not all bad news though.
In this stage of our economic recovery, our attention turns to how the pandemic has affected supply chains globally, and what impact this is having on our markets worldwide.
In this blog we share how the financial planning process works and highlight six key areas an effective plan should focus on. Whether it’s planning for retirement, the purchase of a recreational property, or saving for a child’s post-secondary education, a comprehensive financial plan can help you achieve what matters the most in your life.