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Insurance & Investments

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Retirement plan and advisor...the "one-two punch"

Investments, Personal Finance

How secure do you feel about life after work? Even if work will continue to form part of the next phase in your life, how comfortable are you with your plans and savings for all those tomorrows? Will your plans work, even under adverse conditions? 

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Don't miss out on these 5 tax credits

Insurance, Helpful Tips

It’s tax time again. You may be in the habit of completing your own tax return or having a professional do it for you. Either way, make sure you have the details and supporting documentation to get the most out of these five tax credits.

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Ashley Misquitta discusses U.S. market on BNN Market Call

Investments, Investment Views

Ashley Misquitta, Senior Portfolio Manager, U.S. Equities recently appeared on BNN's Market Call* segment to share his views on the U.S. market and which stocks he's got his eye on.  Watch the interview to find out what Ashley had to say. 

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Diversification: risk and opportunity

Investments, Personal Finance

I’m sure many of you have heard the following statements. Perhaps you have made them yourselves.

“I don’t like taking risks with my money.”

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Returning from vacation

Investment Views, Investments

It’s the time of the year when many Canadians have escaped the great white north’s winter misery and travelled to some far-off tropical destination for some needed rest and relaxation. It’s an escape not only from the harsh Canadian winter but also the real world of work and responsibilities. How we wish that state of paradise could last forever. Perhaps that’s why a return to reality is so difficult to deal with. 

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Managing Health and Death Risk in Retirement

Insurance, Helpful Tips

When saving for retirement, you may get sick or have an accident, suffer a critical illness, require long term care or pass away. These factors should be considered when looking at savings and spending during retirement. Contingency planning plays a key role in comprehensive retirement income planning.

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Canada's Budget 2018

Investments, Personal Finance

 

The Federal government's budget on February 27, 2018 introduced changes
that may affect your individual and family finances. Our infographic highlights what's new and what's gone in the Budget.

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Emblem Portfolios in action - Volatility affords opportunity

Investments, Tactical Updates

Increased global equities, reduced cash

Tactical Update - March 1, 2018

Volatility affords opportunity.

Equity market volatility came back with a vengeance over the past month, following a year-long stretch of historically low volatility. Simmering concerns over higher interest rates boiled over early in February following the release of strong U.S. wage growth data.

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Where are you in your retirement life–cycle?

Investments, Personal Finance

I have been seeing more and more of my friends retire over the last couple of years. As prepared as some thought they were about leaving their work behind, six months or so later, they found themselves struggling with what their version of the next phase of their life and themselves would look like.

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Worried about taxes at death?

Insurance, Helpful Tips

What's the biggest cheque you or your estate will ever write? When do you think that might happen?

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