Withdrawal Strategies for Retirees

It is widely thought that the advisor-client relationship is pillared around the wealth accumulation stage of the investment cycle. Although this represents a large portion of the client experience, many clients spend 20 or more years in retirement which is why it is...

New Provincial Housing Measures

Late last week, Premier Kathleen Wynne announced a series of changes that are aimed at cooling the hot housing market in the GTA. With fears that the market has entered bubble territory, the government felt that intervention was necessary to take aim at foreign...

Average Canadian Tax Bill

As Canadians, we typically vent about the amount of money we are paying to our Governments. Every year it seems like this amount is getting larger, but we never really examine how much we are paying relative to other Nations. A recent report from the OECD ranked 37...

Top 50 advisors in Canada

Each year Wealth Professional (highly respected news publication in the financial services industry) reaches out to the financial services community in order to compile a list of the top advisors that are driving the business forward. Given the fact that there are...