Recent Articles

By 2026, an estimated $1 trillion in personal wealth will be transferred from one generation to the next in Canada1, the largest transfer of wealth in our country’s history. This transition involves financial complexities for both benefactors and their heirs. Without planning and clarity, wealth transfer can lead to confusion and misunderstandings. If you are […]

There will likely be many impacts on the global economy resulting from the Russia-Ukraine War. The biggest casualty will most likely be the end of the “business as usual” mindset that most Canadians have lived by since at least 1980, if not since the end of World War Two. Just like the nostalgic desire to […]

When Interest Rates Rise

One way to curb rising inflation is to increase interest rates, and that is what the Bank of Canada (BoC) is expected to do incrementally – over the next year. As interest rates begin to tick upward, it is an ideal time to look at your financial position, including your debt and savings strategies. Rates […]