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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Articles
January 10, 2022
3 Behaviours of Successful Leaders in the Pandemic Era
Entering a new year and being knee-deep into the pandemic has spurred new challenges for business leaders.
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Articles
January 5, 2022
Staying the Course: Look Forward with Confidence
The year 2021 will likely go down in the record books as an impressive one for equity markets.
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Articles
January 5, 2022
Keep Time on Your Side
Being invested can be one of the best ways to grow wealth over the longer term.
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Articles
January 5, 2022
The Timeless Wisdom of Warren Buffett
We may all benefit from some investing perspective as we enter into 2022.
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