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Our educational resources have been created to give our clients information about a wide variety of topics.  Please see below for our featured articles or select a topic in the sidebar for more detailed information. 

Your Estate Plan – Taking a Second Look

Your Estate Plan – Taking a Second Look The Financialist • Issue 123 • October 2014 BY ANNE HAMMOND, BA CFP CIM You have made out a will, and you have set up a power of attorney document and a representation ag...
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Why a Corporate Executor Can Make Sense

Why a Corporate Executor Can Make Sense The Financialist • Issue 123 • October 2014 BY TERESA BLACK HUGHES CFP R.F.P. CLU FMA CIM The role of an executor is an important job and a serious responsibility. The executor...
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Beyond the RRSP

Beyond the RRSP The Financialist • Issue 121 • April 2014 BY MARK NEUFELD BA CFP CIM When you require income from your RRSP, a Registered Retirement Income Fund (RRIF) may be appropriate for you. Many clients readi...
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Aligning your Goals

Aligning your Goals The Financialist • Issue 121 • April 2014 BY CECILIA TSANG BComm CFP CIM RHU Is your portfolio the result of your goals (or lack thereof)? In January and February of every year, many Canadia...
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ETF or Mutual Fund – What’s The Difference?

ETF or Mutual Fund – What’s The Difference? The Financialist • Issue 120 • January 2014 BY ALAIN QUENNEC BComm CFP FMA CIM Most investors leave the choice of selection of individual stocks and bonds to...
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Securing Your Children’s Future

Securing Your Children’s Future The Financialist • Issue 119 • October 2013 BY CHRIS EYNON CFP FMA CPCA My wife and I had a baby boy on August 5, 2011. He just turned two and shares his birthday with his gr...
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Death and Taxes: Are They Really a Sure Thing?

Death and Taxes: Are They Really a Sure Thing? The Financialist • Issue 118 • July 2013 BY PAT MCGUIRE CFP CLU ChFC Have you ever thought of the concept of immortality? Immortality could be defined as having perpetual...
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Wills: Do We Need Them?

  Wills: Do We Need Them? The Financialist • Issue 113 • April 2012 BY PATRICK MCGUIRE CFP CLU ChFC The following is a short story based on true events that happened to clients of mine. It is intended to show t...
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Cleaning Up Our Mess

Cleaning Up Our Mess The Financialist • Issue 109 • April 2011 BY ALAIN QUENNEC BComm CFP FMA CIM Like most children, when I was growing up, my mother was always after me to clean up after myself, saying, “You d...
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