Articles
July 19, 2022
Plan Ahead: Will Your Estate Be Subject to a High Marginal Tax Rate?
As many of us wish to pass along as much of our hard-earned wealth to our beneficiaries, are there ways to better plan for the eventual tax liability?‍
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Articles
July 19, 2022
Insurance & Women: Closing the Gender Gap
With the rise in women as breadwinners, life insurance considerations should be even more important to provide financial security to loved ones in the event that something were to happen.
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Articles
July 4, 2022
The Worry of Recession? Reasons to Keep Perspective
With high inflation rates, the media has been preoccupied with evoking fear that a recession is imminent. While this is a legitimate worry, maintaining perspective may be worthwhile.
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Articles
July 4, 2022
Perspectives for Volatile Times: Reasons to Stay Invested
During periods of significant volatility, it may feel difficult to be invested in the equity markets. However, without risk there would be no returns.
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Articles
July 4, 2022
Your Estate Plan: Are There Ways to Better Protect Family Harmony?
An estate plan should consider more than just how you distribute your assets. It can also include strategies for preserving family values and relationships.
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Articles
July 4, 2022
You Asked: Transferring Family Property to the Next Generation
Here's what you need to know about cottage/cabin succession planning.
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Articles
July 4, 2022
Federal Budget 2022 Recap: Few Significant Changes for Investors
This past spring, the federal government delivered its budget with few significant changes for investors.
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Articles
July 4, 2022
The Importance of Holding On
In the words of Charlie Munger, Warren Buffett’s business partner, “the first rule of compounding is to never interrupt it unnecessarily.” Don’t overlook the importance of holding on.
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News & Media
June 16, 2022
How will growth stocks fare in a rising-rate environment?
Wes Ashton speaks with Investment Executive about growth stocks in a rising-rate environment.
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News & Media
June 14, 2022
The Harbourfront Group Partners with Audax Private Equity
The Harbourfront Group of Companies, which Oakwater Wealth Counsel is a part of, has announced a strategic investment from Audax Private Equity.
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News & Media
June 10, 2022
Sticking with Energy and Tech Stocks Despite the Market Drop
Wes Ashton shares his thoughts with the Globe and Mail about why he's sticking with energy and tech stocks despite the market drop.
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Articles
June 1, 2022
3 Simple Tips for Protecting Your Nest Egg During Uncertain Times
Miro Svoboda provides an overview on how to protect your portfolio and reduce risk using private securities.
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