23 September, 2020

Keeping in Touch

Good Afternoon As we we enter into the fall of 2020, it warrants reflecting back on the first 8 months this year. We began the year with an optimistic outlook for most of the global economies, albeit cautious with global economic growth slowing and stock...

23 September, 2020

Keeping in Touch

Good Morning, I am pleased to announce that David MacIver, who joined Stewart Thomas Wealth Management in March 2019, has completed the requirements of IIROC and the Canadian Securities Institute for the designation of Associate Advisor. I have known...

11 August, 2020

Markets are 'not exceptionally expensive' just yet: Strategist

Phillip Petursson, chief investment strategist at Manulife Investment Management joins BNN Bloomberg for a look at the market continuing to march higher, the reopening plans in Canada, and the latest retail sales.

11 August, 2020

Keeping In Touch

Good Afternoon, As we near mid summer, I wanted to provide a market commentary update. Over the past week we have solicited market commentary from a number of valued sources including Philip Petursson, Chief Investment Strategist at Manulife Financial...

16 June, 2020

Estate Planning: Transferring Your Estate

This e-book reviews the various factors you need to consider regarding the transfer of your estate....

27 April, 2020 Financial Planning

Money Dates 2020

This infographic highlights important deadlines, such as income tax returns and CPP and OAS benefit payment dates. Helping you to keep track of these critical dates....

23 April, 2020 Retirement

Lower 2020 RRIF Withdrawals Give New Flexibility to Retirees

As part of its Economic Response Plan to the COVID-19 crisis, the federal government lowered the required minimum withdrawals from Registered Retirement Income Funds (RRIFs) and Life Income Funds (LIFs) by 25% for 2020....

27 March, 2020 Special Reports and Newsletters

UPDATED: Canada's Economic Response Plan

The Federal Government has provided further updates to the Canada’s Economic Response Plan, detailing the eligibility criteria and how you can apply for support. Check out these revised infographics to help you better understand what the next steps a...

20 March, 2020

Life, Interrupted

The idea that we’ve collectively been thrown a personal financial curveball is an understatement. ...

19 March, 2020

COVID-19: Canada’s Economic Response Plan

The Federal Government announced an Economic Response Plan to support Canadian workers and businesses amidst the COVID-19 public health crisis....