by Securityfinancial | Jul 6, 2017 | Leo's Blog
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...
by Securityfinancial | Aug 26, 2016 | Leo's Blog
I wanted to share the findings of a recent report from the Fraser Institute regarding the amount of hidden taxes paid by Canadians. The Fraser Institute is a Canadian independent non-partisan research organization which operates as a think-tank focused on Canadian...
by Securityfinancial | Nov 27, 2015 | Leo's Blog
What is on the horizon for advisors and investors? POTENTIAL POLICY PRIORITIES OF THE NEW LIBERAL GOVERNMENT On October 19, 2015, the Liberal Party of Canada won 184 seats – enough to form a majority government. The Prime Minister-designate will name a cabinet on...
by Securityfinancial | Oct 16, 2015 | Leo's Blog
Valuing an estate for probate used to be relatively simple in Ontario: executors entered the total value of the estate on the application for probate, signed an accompanying affidavit stating the valuation was correct, and that was it. Not anymore! As of January 1st,...
by Securityfinancial | Aug 29, 2013 | Leo's Blog
I wanted to bring to your attention an area of interest that is becoming front and centre for existing clients of mine. Namely, risk management. I am not referring to risk associated with the equity markets, rather the risk associated with the loss of an income on the...
