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Insights from our team

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May 23, 2022
Harbourfront Wealth Partners Conference
Wes Ashton reflects on the annual Harbourfront Wealth Partners Conference, which took place in Quebec.
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News & Media
April 19, 2022
Should your clients’ funds borrow to invest in debt?
Wes Ashton speaks with Advisor's Edge about the benefits and risks of using leverage in a bond fund.
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News & Media
April 14, 2022
What new homebuying initiatives mean for advisors
Wes Ashton shares his perspective with Citywire about the implications of the new homebuying initiatives for advisors.
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News & Media
April 7, 2022
Chip Shortage, Gas Prices & Inflation Hamper Auto Stocks
Wes Ashton shares his thoughts with The Globe and Mail about the impact of chip shortage, rising gas prices and inflation on auto industry stocks.
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Articles
April 4, 2022
Maintaining Perspective in Volatile Times
Today it seems as though there is no shortage of new challenges to test our resolve. However, it shouldn’t be a time to act with haste.
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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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