Wealth Management

Buying your first home has never been so intimidating or expensive. The market is at or near an all-time high, many homes have sold with multiple offers, purchases made with no conditions, and now, interest rates have risen substantially in the last year, increasing the cost of borrowing for most Canadians and putting additional cash...

Dramatically boost your retirement assets with tax-deductible corporate contributions. How an Individual Pension Plan (IPP) works An IPP is a tax-deferred savings vehicle used to invest and save for retirement. Contributions are tax-deductible and made directly from the corporation. Similar to an RRSP, the assets inside an IPP are tax-deferred until withdrawn, at which time...

Whether you’re an established business proprietor, a generational business owner, or an entrepreneur, you’ve put your heart and soul into building your company. Still, there comes a time when you need to move on, and that’s where selling comes in. However, it’s more than finding the right buyer and negotiating the best price or contract...

Why Avoiding Short-Term Performance Figures Can be a Sound Strategy In times of economic turbulence, it’s normal to feel apprehensive when you’re about to read your portfolio’s performance. And, of course, seeing the fluctuating short-term results doesn’t help. It is more important to keep your sights on the bigger picture and stay focused on your...

Jane is divorced. Going through divorce was a difficult time, not just for her but for her entire family. The emotions were draining, but the financial strain made it even worse. As Jane prepared for divorce, there were so many decisions to be made quickly. She knew she had to be proactive to protect her...

A Trusted Contact Person (TCP) is someone you choose who can help us protect your financial well-being. What is the Role of a Trusted Contact Person? A TCP is a resource that may help protect you in possible circumstances of financial exploitation or where we may have concerns about your ability to make decisions due...