Recent Articles

Owen is married and has two children. He has been working at the same company for over five years and relies heavily on his employee group plan for his life …

When investment markets officially hit “bear market” territory in June 2022 – while Central Banks in North America and elsewhere were continuing to raise interest rates – questions began swirling …

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 …

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 …

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 …

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 …