29 October, 2019 Special Reports and Newsletters

Estate Planning: Protecting Your Heirs and Beneficiaries

Our e-book highlights the various tools and strategies you can use to protect, build, and preserve your assets, so your loved ones will receive the legacy you intend to leave them. ...

8 October, 2019 Financial Planning Retirement

When is the right time to take CPP?

When is the right time to take CPP? More and more, this is a question on Baby Boomers minds, see if this piece from Fidelity Investments helps you with your process....

25 September, 2019 Estate planning

Estate Planning: First Steps

Whether your assets are big or small, you should have an estate plan. We broke down the what, why, and how in this e-book to help make estate planning easier to understand....

24 September, 2019

Franklin Templeton - On My Mind

Interest rate policies of the Federal Reserve and The Bank of Canada appear to be more and more on the minds of investors; give a read to some perspective from Sonal Desari; Chief Investment Officer, Franklin Templeton Fixed Income....

17 September, 2019

Appointing an Executor: Who Will You Choose?

When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice. That’s because you must consider a number of issues and consequences that may point you in another direction....

10 September, 2019 Events Financial Planning

Planning Your Financial Future Infographic

Major life events can have a dramatic effect on your financial plan; check out this infographic....

30 July, 2019

Macro Economic Commentary

Interest rates and the pace of easing, U.S. / China Trade, Europe slowdown and the ECB, U.S. debt ceiling, The Bank of Canada. Read what Dustin Reid; Chief Fixed Income Strategist at Mackenzie Investments Fixed Income Team has to say about the second...

3 April, 2019 Financial Planning

MoneyFacts 2019

A quick reference guide that outlines contribution limits for RRSPs & TFSAs and more....

2 April, 2019 Special Reports and Newsletters Wealth Management

Wealth Transfer

Wealth Transfer 101: The biggest inter-generational wealth transfer in Canadian history is taking place right now. Read the e-book to learn more....

20 March, 2019 Financial Planning Special Reports and Newsletters

Canada’s Budget 2019-2020

The Federal Government released its new budget for 2019 with various spending measures for the middle class. Our Budget Infographic provides key highlights....