Below is a brief summary of the Ontario budget from April 27, 2017. You can download a full review from Scotiabank here. Children’s Prescription Medication: All children and youth aged 24 and under, regardless of family income, get free prescription medication Electricity: Lower household electricity bills on average by 25% beginning this summer (even greater […]
We are pleased to offer you the services of our in-house Tax Specialist. Robert Westgarth is an accountant and tax consultant, and has years of experience with tax preparation. We will continue to facilitate the tax preparation services of Steve Ernst (Converge Financial) via our office if you’re one of the many clients who have […]
The rumours in last week’s article in the Globe and Mail have been confirmed with today’s announcement that Scotiabank will sell their ownership in HollisWealth to Industrial Alliance (iA) effective in the third quarter of 2017. STABILITY We view this change positively as this acquisition will make HollisWealth a member of one of the largest […]
Following the US election results, we would like to share some research on the impact this may have on markets and the economy. We also want to remind you about our investment philosophy and what that means in terms of portfolio management strategy during times like this: As high-conviction, long-term investors, we do not change […]
As you likely know, the UK people voted to exit the European Union yesterday. This has and will continue to create political uncertainty as other member countries like the Netherlands, Spain, Italy, etc consider their own “leave” decisions. It’s important to note that it will take at least two years for an exit to actually […]