Placing transparency and honesty at the heart of wealth management In the complex world of finance, where the pursuit of personal gain can sometimes overshadow professional ethics, transparency and honesty are essential to establishing a lasting trust between financial advisors and their clients. The complexity of financial markets, combined with the multitude of available investment…
When markets have been below their peak for some time, it’s helpful—psychologically and financially—to keep in mind that down markets have always been followed by recoveries. Psychologically, you’ll feel reassured that better days are ahead. Financially, you’ll be able to continue investing while prices are lower. No one, experts included, knows when a bear market…
Your child may initially choose a post-secondary education path or career that doesn’t require a college or university degree. If you’ve been saving by investing in a Registered Education Savings Plan (RESP) on their behalf, you do have options for keeping all your contributions and a substantial amount of your investment growth. Here’s a step-by-step…
According to the Financial Consumer Agency of Canada’s 2023 survey, fewer than half of Canadian adults describe themselves as financially knowledgeable.¹ So if you’re not sure how to talk to your kids about money, you’re not alone—and you’ve come to the right place. What is financial literacy? Financial literacy is knowing how money works, what’s…