March Report from DM
If you own stocks, you will experience loss
When we take on a new client, setting appropriate asset mix is one of the most important steps in the engagement. Client attributes, such as time horizon, cash needs and risk tolerance all contribute to our recommendation……
Click here to read more – DM-Monthly-Report-Mar-15
Protect your personal finances during divorce
By Carla Hindman, Director of Financial Education, Visa Canada
Divorce is often referred to as the No. 2 most stressful life event, second only to death of a spouse. And no wonder: Besides its obvious emotional impact, getting divorced can also be a financial nightmare as you’re forced to deal with nagging details like separating your finances, acquiring your own health insurance and deciding who will claim the kids as tax deductions.
Here are some of the many financial issues to consider when you separate – and to keep in mind even if your marriage is on stable ground: Read more 
March Monthly Insight
“Attribution Analysis” – Having a good understanding of the factors that caused past performance goes a long way towards selecting the best managers.
Click here to read more – Monthly Insight – March 2015 – Attribution Analysis
A Lifetime Gift for Your Grandchildren
The Cascading Life Insurance Strategy
If you are a grandparent wishing to provide an asset for your grandchildren without compromising your own financial security you may want to consider an estate planning application known as cascading life insurance.
How does the Cascading Life Insurance Strategy work? Read more
