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Articles
April 4, 2022
Helping to Protect Investors: The Trusted Contact Person (TCP)
With the rise in cybercrimes among the growing elderly population, having a “trusted contact person” (TCP) may be helpful for adding a layer of protection.
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Articles
April 3, 2022
Plan Ahead: Four Things You May Not Know About the RRIF
Here are four things you may not know about the Registered Retirement Income Fund (RRIF).
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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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