What You Need to Know about Fees - Part 1

In this series, I want to provide investors some education about fees in the investment industry, so you can be better equipped to know what fee-structures are right for you.  Ultimately, we want investors to have comfort knowing they are getting goo...

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Pay Less Tax - Income Splitting Tools for Families, Retirees and Business Owners

As a way to reduce a families overall income-tax bill, taxable income can transferred from a higher-income family member, to a lower-income family member.  Although the federal government has eliminated the Family Tax Cut, there are still some opport...

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Financial Market Performance & Comments - Month/Quarter Ended September 30th, 2016

US and Canadian equities went their separate ways this week, thanks to OPEC’s production freeze which has sent oil, WTI up +8%. US equities have been held back by investor concerns on Deutsche Bank’s (DB) capital position. The fact that Chancellor Me...

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