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 
What to do after selling your business
The contract is signed. The cheque is cashed. Your business has been sold or you’ve been given a golden handshake. Now what?
It’s a question many former company owners have a tough time answering. Whether you’re looking to sail around the world, start a new enterprise, or spend time with your family, you must now figure out what to do with your money—and with your life.
Here are 13 things business owners should do after leaving.
- Relax
Shifting gears in a rush increases the likelihood of missteps, financial and otherwise. Take some time to reflect on what’s happened, and what’s to come. You don’t need to accomplish everything at once.
- Define your goals
Do you want to spend time with family? Travel? Get involved in a charity or a community cause? Start a new business? Write it down.
February Monthly Insight
“The GIC Dilemma”- When the Bank of Canada cut interest rates by 0.25% it was trying to stimulate borrowing and the economy. With current rates at or near record lows, it is extremely difficult to earn safe and meaningful fixed income returns.
Click here to read more – Monthly Insight – February 2015 – The GIC Dilemma
