Articles
September 5, 2023
Do You Have Power of Attorney Documents in Place?
According to a recent survey, only 35 percent of Canadians have appointed a power of attorney (POA). How about you?
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Articles
September 1, 2023
Lessons From Generational Resilience
One of our modern-day challenges is that technology has ushered in an era of instant communication and connectivity that seems to amplify awareness and sensitivity.
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News & Media
August 18, 2023
Why Should You Bet on Big Tech Stocks?
Wes Ashton shares why he's betting on big tech stocks.
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News & Media
August 1, 2023
Why Advisors Should Ask Uncomfortable Questions
Wes Ashton was featured in The Globe and Mail's article, “Why Asking Uncomfortable Questions Is a ‘Professional Responsibility’ for Advisors.”
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Articles
July 17, 2023
12 Stocks Money Managers Think You Should Own for the Long Term
Wes Ashton provides his take along with 11 other money managers of what stocks are on their radar for the long term.
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Articles
June 26, 2023
The Start of a Revolution? The Age of Artificial Intelligence Has Arrived
Economies have continued to progress and grow because of the motivations of individuals and businesses to innovate and advance.
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Articles
June 25, 2023
Generational Planning: Financial Lessons From the Summer Job
Some of the greatest financial lessons can come from the experience of a part-time job, which can support generational wealth planning.
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Articles
June 23, 2023
Are We Nearing the End of the Rate Cycle?
The Fed held rates steady for the first time since it began its tightening cycle.
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Articles
June 22, 2023
The FHSA: The High-Net-Worth (HNW) Investor Opportunity
The First Home Savings Account (FHSA) offers investors an opportunity to transfer wealth or potentially increase their retirement nest egg.
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Articles
June 21, 2023
Warren Buffett Speaks: His “Secret Sauce” & More...
What’s in Warren Buffett’s “Secret Sauce?”
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June 20, 2023
A Reminder: The TFSA is a Valuable Tool For Every Stage of Life
Beyond the significance of growing funds on a tax-free basis, here are some reminders of how the TFSA can be a valuable tool.
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Articles
June 19, 2023
The Principal Residence Exemption: Your Questions Answered
With many investors owning multiple properties, thinking ahead to their eventual disposition may be worthwhile.
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