Wealth Updates

Wealth Update – Strongest And Weakest Funds In 2022 And T2033 Addresses

We’ve been preparing these tables for a few years now, and it’s interesting to see how things change over time. Looking back at 2021, we...

Five Summer To-Do’s

Here are five great reasons for you to contact your clients: With all this market volatility, it is a great time to rebalance portfolios...

Working with Aging Clients

More and more advisors share stories with us about how clients change as they age. In particular: Forgetfulness Repeatedly asking for the...

Setting up in-trust accounts for children

Often, parents wish to gift money to children and have the money invested in a segregated fund. This will probably follow RESP...

Six Year End To-Do's

Our next Money Monday will be on December 7th from 10 to 11:00 EST, via webinar. On the 7th, we will have a speed-dating style...

New Pension Commuted Value Calculations

On December 1st, new rules are coming into effect regarding the calculation of pension commuted values.

OAS Clawback

This week we delve into the OAS Claw-back regime. It’s a confusing process that we hope an example will help explain. Obviously, many...

Cost vs. Benefit

Here's a real-life case that we think you’ll find interesting. A client had purchased a segregated fund with $100,000 and 100% death...

Charitable Giving

Here is a situation to consider, a charitable 83-year-old lady wishes to give $500,000 to her favorite charity. If this lady is healthy,...

Beware of 10 Year Returns

Remember the financial crisis of 2007-2008? Of course, we all do. Built on the assumption that property values can never go down, people...