Bridging the Gap

How to recognize scams and protect your financial assets. Solutions For Financial Planning, Fall 2020

We all know we need a will so that our affairs will be in order and our last wishes carried out once we have passed on. But did you know you have options when it comes to creating a will?

Preparing a will isn’t something most Canadians look forward to. Yet there are several good reasons why you shouldn’t procrastinate in getting your will prepared — especially when you consider how little it costs and the benefits that come with it.

The latest episode of the Private Wealth Podcast call features Frances Donald and Jamie Robertson who provide insights on navigating the next chapter of COVID-19.

How to understand the language of finance like a boss.

As we face an uncertain road ahead, let's take a look back at history's most recent bull and bear markets in this info-graphic timeline.

These are unprecedented times, and with uncertainty in the markets, trusted advice is more important than ever. By working together, we can keep things in perspective.

Investing during times of economic downturn is often challenging for the fearful investor. At the same time, others may look for opportunities. But now is not the time for greed. Now is the time for calculated decision making.

Market volatility can challenge any investor’s discipline and commitment, but I can help ease your mind and keep you focused.

Equity markets around the world are falling as investors react to the increased economic risk posed by the spread of the Coronavirus, We can’t predict risk, nor what may spur a market correction. It’s our job to manage risk.