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Articles
March 30, 2023
Your Money & Your Heirs: What’s Your Plan for Wealth Longevity?
As part of your wealth planning, have you considered your wealth’s longevity?
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Articles
March 29, 2023
Personal Finance Tips for Surviving Tough Economic Times
While we can never control the timing of more challenging economic times, there may be ways to better survive...and even thrive.
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Articles
March 29, 2023
Saving Tax is a Year-Round Exercise: Don’t Overlook Income Splitting
If you have a spouse or adult kids, don’t overlook the opportunity to split income to save taxes.
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Articles
March 28, 2023
Don’t Overlook the Impact of Taxes & Inflation on Investment Returns
When we think about our investments, consider the impact of taxes on returns.
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Articles
March 28, 2023
Estate Planning: I Don’t Want to Act as Estate Executor
What happens if an estate executor decides that they aren’t able to carry out the duties — or maybe that they no longer want to?
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Articles
March 27, 2023
Educating (Grand)Kids: The FHSA — A Potentially Valuable Tool
There are a variety of ways to help fund a (grand)child’s property, including purchasing the property in your name, gifting cash for the purchase, or lending funds to the child.
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Articles
March 24, 2023
“Take Five, Tell Two” — Protecting Yourself & Others Against Scams
As the number of scams continues to grow, fraud has become increasingly sophisticated.
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Articles
March 23, 2023
Looking Beyond Today
It has been said that change is the only constant, and the investing world is no exception.
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Articles
March 17, 2023
A Bear Market and Banking Crisis
Wes Ashton shares his thoughts with the Globe and Mail on the current bear market and banking crisis.
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Articles
March 14, 2023
Economic Outlook - What’s likely to happen over the next few months?
In this video, Wes Ashton discusses factors that are affecting the market and what’s likely to happen over the next few months.
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