Preparing a will isn’t something most Canadians look forward to. Yet there are several good reasons why you shouldn’t...
Wills 101 (national edition)
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Common wealth transfer mistakes (national edition)¹
Each year in Canada, billions of assets are transferred at death. If you intend to transfer all or part of your assets...
Be careful with joint ownership
Placing non-registered assets into joint ownership with right of survivorship¹ is one of the most common methods of...
Saving for Your Childs Education
A post-secondary education can be the key to unlocking life's opportunities. However, as the cost of living increases...
How Easy Is It To Save $1 Million?
The sooner you start saving on a regular basis the more attainable this goal will seem. The chart below shows how...
All Rates of Return are Not Created Equal
Did you know that Rate of Return can be calculated in different ways? There's time-weighted return and dollar-weighted...
What is Currency Hedging?
The objective of currency hedging is to remove the effects of foreign exchange movements, giving Canadian investors a...
Dollar Cost Averaging
You may have heard the term “dollar cost averaging” when speaking about investing but do you really know what it...
Award Winning Advice
This past November, Walter was awarded the "Leadership Award" for 2015 by our MGA, The Gryphin Advantage. Awards are...