28 November, 2023

Estate Planning: First Steps

Estate Planning: First Steps introduces the key reasons why everyone should have an estate plan Whether your assets are big or small, everyone can benefit from a formalized estate plan. Developing an estate plan involves preparing and providing instructions...

21 November, 2023

Sandwich Generation: Are You Taking Care of Yourself?

It’s a significant life change when your roles have reversed and you’re the one helping a parent with daily living. Meanwhile, you also care for your children at home. Welcome to the sandwich generation. The term was coined almost 40 years ago by social...

14 November, 2023

The Sudden Wealth Paradox | How to Manage a Windfall

In the following article, Sam Febbraro, EVP, Portfolio Services, shares how you can manage sudden wealth responsibly and face the different challenges that come with it. Sudden wealth sounds like a nice problem to have, but it can come with some complications...

07 November, 2023

Turning Investment Volatility into Tax Savings

For most investors and portfolio managers, tax-loss selling – or tax-loss harvesting – is typically near the top of the list of year-end tax strategies. You sell a non-registered investment that’s worth less than its original cost, and you apply the resulting...

25 October, 2023

Inflation and the U.S. Debt Ceiling

Taking on the biggest issues investors are talking about these days: inflation and the U.S. debt ceiling. In his Q3 update, Simon begins with an interesting fact: Inflation is not something that exists outside the financial system – it is the system....

18 October, 2023

Inflation and the Worries of Investing

After the markets posted a strong first half fueled by the promise of Artificial Intelligence and falling inflation, the realities of our modern world are weighing on the financial markets once again. Inflation is once again on everyone’s mind. In Canada...

17 October, 2023 Total Client Experience

If It Seems Too Good to Be True……

I recently passed by a well-known high-end men’s clothing store with a big sign out front promoting their “70% off” sale. I will find an “Up To” in miniature letters immediately adjacent to the 70% off. But like many of us, I still enter the store, hoping...

02 October, 2023

Three Managers and Their Approach to Buying Companies

In this four-minute video, you’ll hear from three of our investment specialists: EdgePoint Wealth Management, Brown Advisory, and Mawer Investment Management, as they discuss what excites them most about the companies they choose for their portfolios...

31 August, 2023

Peace of Mind with Answers to Retirement’s “Three Big Questions”

Retirement success hinges on finding answers to “three big questions,” says IPC financial advisor Doug Hopkins of Milton, Ontario. They are: When can I retire? Will I outlive my money? How much can I spend in retirement? For many Canadians, the global...

24 August, 2023 Tax Planning

Understanding Your Equity Compensation & How to Plan For It

Equity compensation, often referred to as stock-based compensation, involves offering employees a share in the ownership of the company. This can take various forms, including: Stock Options: Stock options give employees the right to purchase company...

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