Estate planning is all about protecting your loved ones by planning a smooth transfer of your assets to your heirs. It’s about giving you peace of mind...
Imagine an affluent couple whose wealth is self-made after decades of hard work and disciplined financial planning. They have a child who’s 18. Now, the couple is giving serious thought to the handing down of wealth....
Are there benefits to investing in a concentrated investment portfolio? The answer is yes, and many high net worth clients invest this way....
A lack of communication between parents and children may be leaving inheritors are in the dark about their financial future and many benefactors risk not having their wishes carried out as planned....
For many people saving for retirement, their financial life often looks something like a portfolio that consists of traditional investments, generally fixed income and equities; estate planning involves drafting a will and naming an executor; or....
Timing can be everything, especially in investing, and the timing and size of deposits and withdrawals can also influence your investment outcomes....
In his Q1 update, Senior Director Portfolio Strategist, Wayne Gillespie, discusses the three investment themes behind the global economic recovery...
Canada’s Federal Government released its new budget for the year ahead providing key details on important Pandemic support programs and other details that can affect your finances....
In his Q1 update, Counsel’s Chief Investment Strategist, Rana Chauhan, reflects on the investment challenges of 2020, the companies that benefited from changing consumer behaviours, and the ones that were impacted....
Estate Planning: Transferring Your Estate reviews the final steps of estate planning regarding the actual transfer of your estate to your heirs and beneficiaries....
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