Articles in this issue:
Chairman’s Message: The Six Values a Good Advisor Provides to Clients
The other day, I was reading one of my favourite blogs (The Nerd’s Eye View by Michael Kitces) and came across an article about the six values a good advisor provides to their clients…
Maintaining Perspective in Down Markets
In times like these, when nerves are frayed and it might be tempting to throw in the towel and run for the hills (to mix our metaphors!) it is helpful to remind ourselves of the importance of maintaining perspective…
Taxing News
Unfortunately with the New Year comes new tax changes for 2016, which on whole are not favourable for wealthy Canadian families…
Preparing for the Upcoming Life Insurance Rule Changes
Considering the time required to complete a thoughtfully considered plan, it makes sense to review existing estate plans and insurance contracts immediately, in order to ensure strategies are appropriate before 2017…
What’s Left to Do with Your Fixed Income Allocation?
Fixed income has traditionally acted as the stable foundation of investor portfolios, offering predictable income and capital protection. For this reason, it has often accounted for a significant portion of family wealth…
