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Articles
October 3, 2022
Protect Your Inheritance - Testamentary Trust
Miro Svoboda discusses how to protect the inheritance you will leave to your loved ones from themselves.
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Articles
September 21, 2022
Harbourfront Live Update - September Comments
In this webinar, Wes Ashton provides both micro and macro analyses of the economy and dives into how this may impact your portfolio.
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Articles
September 14, 2022
7 Misconceptions of the TFSA
In this video, Wes Ashton, discusses some common misconceptions and the power of compounding when utilizing this account to its full potential.
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Articles
July 19, 2022
During Volatile Times: The Continuing Case for Dividends
Here are some reasons to have confidence in the value of dividend-paying securities within your wealth management strategy.
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Articles
July 19, 2022
During Volatile Times: The Case for Goals-Based Investing
How does goals-based investing differ from traditional investing programs?
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Articles
July 19, 2022
Plan Ahead: Will Your Estate Be Subject to a High Marginal Tax Rate?
As many of us wish to pass along as much of our hard-earned wealth to our beneficiaries, are there ways to better plan for the eventual tax liability?
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Articles
July 19, 2022
Insurance & Women: Closing the Gender Gap
With the rise in women as breadwinners, life insurance considerations should be even more important to provide financial security to loved ones in the event that something were to happen.
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Articles
July 4, 2022
The Worry of Recession? Reasons to Keep Perspective
With high inflation rates, the media has been preoccupied with evoking fear that a recession is imminent. While this is a legitimate worry, maintaining perspective may be worthwhile.
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Articles
July 4, 2022
Perspectives for Volatile Times: Reasons to Stay Invested
During periods of significant volatility, it may feel difficult to be invested in the equity markets. However, without risk there would be no returns.
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Articles
July 4, 2022
Your Estate Plan: Are There Ways to Better Protect Family Harmony?
An estate plan should consider more than just how you distribute your assets. It can also include strategies for preserving family values and relationships.
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Articles
July 4, 2022
You Asked: Transferring Family Property to the Next Generation
Here's what you need to know about cottage/cabin succession planning.
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Articles
July 4, 2022
Federal Budget 2022 Recap: Few Significant Changes for Investors
This past spring, the federal government delivered its budget with few significant changes for investors.
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