HISTORY – NOT – HEADLINES It’s easy to get “caught up” in the noise of the headlines. However, we must also look at the history and the track record of our Fund Managers and their proven performance. …
HISTORY – NOT – HEADLINES It’s easy to get “caught up” in the noise of the headlines. However, we must also look at the history and the track record of our Fund Managers and their proven performance. …
Charities play a vital role in our society. The Canadian government recognizes this role and tax breaks exist to encourage taxpayers to give to their favorite charities. Roger makes occasional donations to various charities. His donations are …
Most Canadians want to pass their life savings on to their heirs. The assets remaining once retirement needs are met will be distributed more effectively if there is a properly prepared will detailing the deceased’s wishes. Many …
Got 10 minutes? Two weeks ago, we sent out an EMAIL BLAST to our clients. We’ve been following up by phone (10 minutes max) so perhaps you’ve already spoken or heard a message from either Wayne or …
You know, we often hear those sad stories: a family loses everything in a house fire, and they didn’t have fire insurance. It’s easy to think, “That could never happen to me,” but the truth is, disasters …
You might be surprised to learn that every year, thousands of Canadian seniors miss out on government benefits they’re entitled to—sometimes worth thousands of dollars a year. According to recent reports from Service Canada, more than 100,000 …