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The Elegant Solution: Simplifying Your Financial Life
Are you carrying too much financial “stuff”? Old accounts, unused tools, and forgotten subscriptions can weigh you down, what could you let go of to make your financial climb lighter?
Insights
May Commentary & Performance Review
May 2019 NERVOUS MARKETS PULL BACK FROM HIGHS The 2019 rally was interrupted in May as most key equity market gauges demonstrated low to mid-single digit percentage losses. This came on the back of an announcement from Fed Chairman Jerome Powell where he indicated...
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Webinar: Planning for Aging
Join us on June 15, 2022 from 12 p.m. - 1 p.m. for a free webinar Planning for Aging: Your Legal and Financial Foundations for the Aging Years We are all living longer, with a significant likelihood of some reduction in our ability to operate independently. Planning...
How to Talk to a Financial Advisor
For many Canadians talking to a financial advisor ranks somewhere between a visit to the dentist and the death of a beloved family pet. Having the right advisor in your corner can be hugely beneficial to your financial success and peace of mind. Learning how to talk...
Financial Planning for Business Owners
Business owners generally have a few common questions on their minds when it comes to their financial planning. Often they wonder what can be done today to improve their long-term financial situation.
Navigating Market Volatility – April 2022 Review
April 2022 Commentary & Performance Review – April brought more volatility to equity markets as investors remain unsure of the central banks’ plan for future rate hikes. The Bank of Canada and Federal Reserve have not ruled out a 0.75%…
Risk Management
This article looks at the most common types of financial risk to wealth that an individual can face and discusses risk management solutions to protect and preserve the wealth that has been built up.
Avoiding the Family Feud – Part 2
Brent continues the creative discussion with long-time friend, Colin White, Portfolio Manager, WLWP Wealth Planners – iA Private Wealth, co-hosting the WLWP Wealth Planners weekly Podcast, Barenaked Money. In Part 1, they began discussing inter-generational wealth...