The Art of Tax-Loss Selling
The Art of Tax Loss Selling by Mark Nichol If you have bought and sold capital property this year you should review these transactions to determine whether you need to do some balancing transactions. The effect of selling off investments to create gains or losses can...
Insurance*
Major life events happen to us all of the time, and sometimes without warning. Whether these events are planned or not, life insurance and financial products can help create a safety net when it's needed the most. Be prepared for what life might have to throw at your...
For Clients: Funeral Guide
If there is one thing that categorically, most people do not like to talk about, it is about end of life. However, Estate planning is one of the most crucial parts to your overall financial plan, as well as being one of the most beneficial and kind things you can do...
Market Volatility
5 Top Tips to Security in a Volatile Market: Pay back loans that were borrowed to invest. Trim your high risk investments, as well as any illiquid assets. Asset diversification helps provide more stable returns. Consider diversifying globally. Rebalance your assets...