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Articles
January 3, 2023
Portfolio Withdrawals: Why Sequencing of Returns Matters
The sequence of returns can make a difference when it comes to a retirement withdrawal strategy. Here is why.
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January 2, 2023
Inflation and the Impact on Timing CPP Benefits
While there has been little reason to embrace the high inflation of today, there may be a silver lining for certain government benefits.
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Articles
December 29, 2022
For 2023: Expect Continued Volatility; Maintain Perspective
For those who pay regular attention to the markets, if they’ve felt more volatile over recent times, you’re not mistaken.
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Articles
December 27, 2022
A Brighter Side to Inflation: The Largest Index Adjustment in Years
There may be some good news that comes with the significant inflation we’ve been enduring.
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Articles
December 26, 2022
RRSP Checkup: How Well Are You Managing Your RRSP?
How well do you manage your Registered Retirement Savings Plan (RRSP)? Here are some questions to ask.
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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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