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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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Articles
February 1, 2022
Are You Planning for Your Longevity?
With many Canadians now living longer, planning for our longevity has never been more important.
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News & Media
January 28, 2022
Mentoring ‘on the Fly’ a Big Benefit of Returning to the Office
Globe Advisor spoke with Wes Ashton about the pros and cons of running a remote team during the pandemic.
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Articles
January 28, 2022
Finding Income in Today’s Low-Rate Environment
How do we help our clients prepare for income in retirement? In today’s low-rate environment, this continues to be a challenge.
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Articles
January 20, 2022
“Letters” to a Young Investor: Three Tenets for Successful Investing
Successful investing is a culmination of many elements — wealth comes from choices, not chances.
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Articles
January 18, 2022
Accessing the Cash Value: The Immediate Financing Arrangement
Life insurance is often viewed as a pure risk management tool.
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