Articles in this issue:
Chairman’s Message: Rich Experiences
Many years ago, one of my children asked me at the dinner table “Are we rich?”. It led to a very interesting discussion about what it means to be rich. Most people focus on the financial aspect of wealth, but of course it is much more than that…
Control What You Can Control and Conservatively Estimate the Rest
Interestingly enough, the investment industry spends most of its time focused on forecasting economic factors, despite substantial evidence that it is almost impossible to do so accurately or consistently…
Federal Budget Highlights
On March 22nd 2016 Justin Trudeau’s Liberals released their first federal budget since being elected into office last fall. The budget, titled Growing the Middle Class, aims to stimulate the economy, create new jobs, and strengthen the middle class…
The Family Balance Sheet – An Asset Allocation Tool
Most corporations and institutions use a balance sheet to assess their current financial position and test the likelihood of the achievement of their future objectives. A family can benefit from using the same analytical and assessment tools, adapted to the family context, as part of a robust and effective wealth plan…
