Articles
December 21, 2022
Have You Been Appointed Estate Executor? Five Mistakes to Avoid
If you are planning for your own estate, carefully choosing your executor is important to prevent mistakes.
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December 20, 2022
Reducing Demands on Portfolios During More Difficult Times
During more difficult market times, we often suggest the importance of reducing withdrawals to put less stress on investment portfolios.
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Articles
December 19, 2022
Look Forward, Not Back
After a challenging year, we would like to express our gratitude for your continued confidence in our services.
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News & Media
November 29, 2022
Why it’s important to start teaching kids about money early on
Wes Ashton speaks with the Globe and Mail about why financial literacy is critical for children.
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Articles
November 18, 2022
The FHSA (Tax-Free First Home Savings Account) Explained
What is the First Tax-Free First Home Savings Account (FHSA)?
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Articles
November 16, 2022
Harbourfront Live Update: November 2022
In this webinar, Wes Ashton provides an economic update and market outlook for the remainder of 2022.
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November 8, 2022
How does inflation impact your retirement plan?
Wes Ashton and Ryan Ackers sit down for a conversation about the impact of inflation on retirement planning.
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Articles
November 1, 2022
5 TFSA Mistakes to Avoid (And How to Fix Them)
Miro Svoboda discusses the most common mistakes Canadians are making with their TFSAs and how to to correct them.
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Articles
October 17, 2022
Inflation: The Elephant in the Room
With persistent inflation, an unsustainable budget deficit, and a pandemic still fresh in our minds, retirement planning might not be top of mind for most Canadians.
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Articles
October 13, 2022
When Did You Last Revisit Your Estate Planning Objectives?
Estate planning should be a consideration for every investor’s wealth plan. Here are some questions that you should consider when setting out your estate planning objectives.
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Articles
October 12, 2022
Helping Younger Generations Cope With Higher Rates
For the younger generations, this may be the first time they are experiencing rising rates and high inflation. As such, here are a few thoughts on helping them prepare for this changing landscape.
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Articles
October 10, 2022
Tax Planning Before Year End: Gain From Your Losses
If you are thinking of making portfolio adjustments, there may be an opportunity to gain from your losses through tax-loss selling.
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