Resources

WEALTH MANAGEMENT RESOURCE DISABILITY INSURANCE Who benefits the most from Disability Insurance?Are you a self-employed individual or a contractor? You may be aware that as such, you are not contributing towards the Workers Compensation Board (WCB) or Employment...

WEALTH MANAGEMENT RESOURCE FIRST HOME SAVINGS ACCOUNT (FHSA)Program DetailsA First Home Savings Account (FHSA) is a registered plan that can help you save for your first home tax-free. No minimum balance is required to open an account, and a full range of investment...

WEALTH MANAGEMENT RESOURCE PSYCHOLOGY OF SELLING YOUR BUSINESSWhether you’re an established business proprietor, a generational business owner, or an entrepreneur, you've put your heart and soul into building your company.Still, there comes a time when you need to...

WEALTH MANAGEMENT RESOURCE STAYING CALM WHEN MARKETS ARE VOLATILEWhy avoiding short-term performance figures can be a sound strategyIn times of economic turbulence, it’s normal to feel apprehensive when you’re about to read your portfolio’s performance. And, of...

WEALTH MANAGEMENT RESOURCE How to Financially Prepare for DivorceHow Jane financially prepared for divorceJane is divorced. Going through divorce was a difficult time, not just for her but for her entire family. The emotions were draining, but the financial strain...

WEALTH MANAGEMENT RESOURCE WHAT IS A TRUSTED CONTACT PERSON?A Trusted Contact Person (TCP) is someone you choose who can help us protect your financial well-being.What is the Role of a Trusted Contact Person? A TCP is a resource that may help protect you in possible...

WEALTH MANAGEMENT RESOURCE Charitable GiftingWhile many of us may not have the cash resources for charitable gifting, we may have investment assets that could be used instead of an outright cash gift. The following provides some helpful information if you are...

WEALTH MANAGEMENT RESOURCE FINANCIAL CONFIDENCE - WOMEN & fINANCESAs a woman, regardless of age, employment status, or marital status, one of the key objectives of the financial planning process is to help you gain the financial knowledge you need to take charge...

WEALTH MANAGEMENT RESOURCE Crisis proofing your businessThe events over the past two and a half years have taught us many lessons in life and business. Whether preparing to expect the unexpected, adapting to rapidly changing laws and regulations, or feeling a direct...