Recent Articles

Portfolio Diversification

Looking back over the past few years, one thing is certain – we can never be absolutely sure what the financial markets will do at any given time. We can study charts and graphs, both historical and …

Almost 750,000 Canadians are living with some form of dementia1. The personal and financial challenges can be devastating for elderly individuals as well as for the adult children who care for them. Daniel, 63, knows this story …

Putting It In Perspective

The investment markets have been very “volatile” since the start of 2022. Volatile is just financial industry jargon that means markets move up and down. For retail investors, the biggest concern is when markets move down. Retail …

Can You Be Over-Insured?

Most Canadians take the correct steps to protect their property against loss in case anything they own is lost or stolen.   Concerns about recouping losses if a home is robbed, or a favorite vintage guitar is …

Victor’s nightmare began with a phone call from someone claiming to be from the Canada Revenue Agency, informing him he owed thousands in unpaid taxes. If he didn’t pay immediately, he would be arrested. Victor was too …

Business, investing and life in general follow predictable ebbs and flows. The Business Cycle is no exception. This is the cycle whereby the economy goes through strong growth periods, weaker growth periods and everything in between. Governments …