Our Views

If you made a resolution to get on top of your financial affairs in 2023, it’s not too late to put your good intentions into practice. Although January has come and gone, there’s still time to be proactive and plan ahead. To guide you, we’ve put together a month-by-month ... Keep Reading "Surviving the 2023 tax season – a Personal Financial Checklist" >

If anything gives investors sleepless nights, it’s economic uncertainty. From the lingering COVID-19 pandemic to widespread inflation and supply chain bottlenecks, skyrocketing home and energy prices to the ever-worsening effects of climate change, investors have many reasons to be concerned. ... Keep Reading "How to stop worrying and start building wealth" >

As we celebrate International Women’s Day, this year’s theme – Women Inspiring Women – brings to mind a visionary entrepreneur who’s been on a quest to help female innovators thrive. Meet SheEO Founder and CEO Vicki Saunders. Saunders is a passionate mentor and powerful advisor to the next ... Keep Reading "Celebrating Inspiring Women: Meet Vicki Saunders, Founder of SheEO" >

October is Cyber Security Awareness Month, and as it winds to a close, it’s a great time to reflect on how to stay safe online and protect your personal and professional financial information. But being vigilant and aware shouldn’t stop on October 31st. The latest data from Statistics Canada ... Keep Reading "Simple strategies to stay safe online after Cyber Security Awareness Month" >

Historically low interest rates and rising real estate prices have created a buying frenzy across the Canadian housing market. Many first-time homebuyers, as well as those wanting to upgrade their homes, are seeking help from their parents to cover down payments as they jump into the real ... Keep Reading "First-time homebuyers’ guide for you (and your parents)" >

As we noted in our first blog outlining the legal, financial and tax implications of managing an inheritance, a significant wealth transition can be a life-changing event—or at least one that gives rise to new decisions and opportunities. It can also be the source of mixed emotions – ... Keep Reading "The mixed emotions of managing an inheritance" >

Receiving an inheritance can be an emotional, life-changing experience that presents both new opportunities and challenges. Many people who inherit large sums feel a deep sense of responsibility to protect and properly manage the money—and do right by the loved ones who earned it. “I watched my ... Keep Reading "Managing an inheritance: 7 things you need to know" >

If there was a quote that sums up the mission behind International Women’s Day 2021, it’s this one: “A gender equal society needs empowered women and girls who take control of their lives, make their own decisions, and succeed in their chosen pursuits.” We believe one of the ways women can feel ... Keep Reading "Women and wealth: how taking control is empowering" >

In the second half of our interview with renowned economist Maureen Farrow, we discuss the topic of women’s financial empowerment. This year’s International Women’s Day theme is #ChooseToChallenge, a call to women the world over to confront and overcome gender bias in all walks of life. As ... Keep Reading "An interview with Maureen Farrow, economist and trailblazer for women – Part Two" >

Maureen Farrow doesn’t need to be reminded of women’s struggle for professional equality. The globally-renowned independent economist and president of Economap Inc., has been challenging (and overcoming) gender bias and stereotypes since the start of her 50-year career. Farrow—who for many ... Keep Reading "An interview with Maureen Farrow, economist and trailblazer for women – Part One" >