25 January, 2023

Money Facts 2023

Important Facts You'll Want to Know Tax rates, RRSP and TFSA contribution limits and CPP benefit amounts change every year. Learn about these changes with our handy new Money Facts guide for 2023 and keep your financial plans on track.

17 January, 2023

Money Dates 2023

Here is a summary of all the important dates in 2023 to diarize in your annual financial planning calendar. This guide will help you keep on top of important financial dates and deadlines for income tax returns, GST credits, registered plans, CPP/OAS...

14 December, 2022

Our Year In Review and Investment Outlook for 2023

The holiday season marks the point in the calendar where I start to think about my "what to expect next year" piece. It is a time for me to reflect on the past year’s uncertainties, how we navigated them, and learning opportunities for us to improve upon...

27 October, 2022

Don't Fight The Fed

In his Q3 update, Wayne Gillespie provides his perspectives on another tough quarter for investors as aggressive central bank interest rate policies continue to weigh on the financial markets. “Diversification should remain a key part of an investor’s...

21 October, 2022

Rising Interest Rates: The Medicine That Works

In his Q3 update, Rana Chauhan, Counsel’s Chief Investment Strategist, discusses how inflationary pressures and the associated fallout continue to cast a long shadow over global financial markets. To help get inflation back under control, central banks...

18 October, 2022

The World with Higher Interest Rates

Our outlook for the markets heading into 2023 The most aggressive monetary tightening cycle in decades has shaken global markets this year on concerns that central bank efforts to rein in inflation will end in a recession. Investors have cause to worry:...

26 July, 2022

Appointing an Executor: Who Will You Choose?

When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice....

08 July, 2022

Slamming on the Brakes on Inflation

Persistent inflation pressures have prompted global central banks to accelerate their plans, and we now anticipate the most aggressive and synchronized global tightening cycle since the early 1980s....

28 June, 2022 Estate planning

Estate Planning: Transferring Your Estate

Estate Planning: Transferring Your Estate reviews the final steps of estate planning regarding the actual transfer of your estate to your heirs and beneficiaries....

08 June, 2022

Estate Planning: First Steps

Whether your assets are big or small, everyone can benefit from a formalized estate plan. Developing an estate plan involves preparing and providing instructions on how you would like your estate affairs managed and assets distributed....

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