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Articles
April 2, 2022
Spring Cleaning? Start with Your Registered Plan Beneficiaries
Here are some steps to take to spring clean your beneficiary designations, as it relates to your registered plan accounts.
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Articles
April 1, 2022
A Rising Rate Environment: Should Investors Be Worried?
For many months, the media has been hyping concerns over rising interest rates. As investors, should we be worried about interest rate hikes?
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Articles
April 1, 2022
It’s Tax Season Once Again: Ways to Be Tax Savvy
This time of year, income taxes are naturally on our minds. Here are some actions we can take to minimize these liabilities.
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News & Media
March 31, 2022
The impact of Liberal-NDP co-operation pact on tax changes
Globe Advisor spoke with Wes Ashton about the potential impact of the Liberal-NDP co-operation pact on tax changes.
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Articles
March 24, 2022
What Does Retirement Mean to You?
Wes and Ladan shared a conversation about the misconceptions of retirement planning, the importance of finding the right fit and what it can mean for Canadians.
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Articles
March 17, 2022
The First-Rate Hike In 3 years – Now What?
Inflation numbers are in and it’s not pretty. What could this mean for markets over the next 12 months?
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News & Media
March 9, 2022
‘Wired differently’: What advisors need to know about serving women
Ladan Shokrgozar shares her thoughts with Citywire Canada about the unique challenges and opportunities in serving female clients.
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Articles
March 7, 2022
What Does History Tell Us?
As Russia’s invasion of Ukraine unfolds, I’m reminded of a saying that the four most dangerous words in the investment language are “This time it’s different”.
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February 25, 2022
Market Comments and Thoughts
While no one can predict with certainty how financial markets will react during a conflict, one thing is clear: having a long-term view is likely your best ally in times of crisis.
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Articles
February 24, 2022
What can Canadians do to simplify planning for retirement?
Michelle Munro and Wes Ashton discuss tax and retirement planning.
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News & Media
February 10, 2022
Explaining ESG: Bringing It up When Clients Don't Ask
Citywire talks to Wes Ashton about the importance of initiating conversations around sustainable investing (ESG investing) with clients.
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Articles
February 7, 2022
How could potential tax changes affect business owners?
Michelle Munro and Wes Ashton discuss how potential tax changes could affect business owners.
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