Are Canada's Tax Proposals a Warfare Manifesto Against Private Businesses?

6 September, 2017

Filed Under: Financial Planning

"On July 18th, 2017 the Department of Finance released a blockbuster package of proposed tax law changes aimed at private corporations and their shareholders. The proposed changes target common tax management practices available to private business o... Read More


19 July, 2017

Filed Under: Financial Planning

Hardly a day goes by when an ageing actor doesn’t appear on television extolling the virtues of investing in gold. But is gold everything they hype it up to be or are they simply getting paid without knowing the facts?... Read More

Are You Getting the Wool Pulled over your Eyes?

7 June, 2017

Rarely does a day go by when we don’t’ hear so-called “investment experts” pontificating about getting in and out of the markets as if they have some kind of superpowers that can make the correct calls on a consistent basis.... Read More


17 May, 2017

Filed Under: Events

On Saturday morning, April 1st, 2017, Robert Roby of Family Tree Wealth Management, IPC Securities Corporation presented Eric and Geri Cosgrove, Royal LePage Performance Realty Ltd., and Chad and Patty Southwell, Southwell Mortgages to our workshop a... Read More

Finalist for the 2017 Wealth Professional Awards

10 April, 2017

Filed Under: Events

We are pleased to inform you that after months of nominations, you are a Finalist for the 2017 Wealth Professional Awards, brought to you by Invesco and presented to you by Wealth Professional Magazine.... Read More

2017 Federal Budget Highlights

26 March, 2017

Filed Under: Financial Planning

The Liberal’s second budget, released yesterday, offered very little for investors. Nonetheless, there are a few things that could affect an investor’s personal finances.... Read More


15 March, 2017

On Wednesday, March 15th, the CBC aired an interesting report on Banks. Take a look at the attachment.... Read More


23 February, 2017

Filed Under: Financial Planning

One of the most important decisions that you can make is to keep your financial life simple. Our world is fraught with complexities, and, when it comes to the financial industry, we are probably second in line to the legal profession, when it comes t... Read More

The Dow at 20,000 Points!! Pop the Champagne and Hug Your Advisor! Not so Fast!

22 December, 2016

Filed Under: Financial Planning

Today, many are celebrating the fact that the Dow Jones has almost reached 20,000 points, an all-time high. Before your wash down that caviar with a glass of Moet Chandon, there is a thing or two you should know.... Read More

Vive La France. Are they next?

12 December, 2016

Mama Mia! As reported in my previous blog the ruling Italian Democratic party has lost heavily in a referendum to a populist party.... Read More

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