Insights

2020 2nd Quarter Review

Short Video Summary Full Video Review Supporting Charts Video Executive Summary Uncertainty is the new normal After the panic sell-offs of the last quarter, many

Read More »

Downsizing in decimated Alberta housing market the key to securing this senior’s retirement

Eliott Einarson is a regular contributor in the National Post’s Family Finance column, providing retirement advice to Canadians. This situation is about a single woman at the cusp of retirement and looking for solutions to meet her needs. She feels she won’t need her large house and wants to move into a smaller condo. By doing so she can eliminate her mortgage, reduce some expenses and free up some additional cash flow. Eliott works with her on building a retirement income plan that can last well into her 90’s.

Read More »

The New Abnormal

Like many of you, we have been reading, watching and listening to a wealth of material on the current environment. To supplement this, we have also been having discussions with industry experts, c-suite executives, small business owners, colleagues, friends and family. What follows is an attempt to synthesize this information in an accessible way that is hopefully interesting and useful to others.

Read More »

2020 1st Quarter Review

Turbulent times ahead. Given the very positive market performance of 2019 throughout most asset classes, we had already increased our cash positions, as we felt the need to be cautious in the giddy “risk-on” atmosphere that lasted until at least early February. Our prudence did provide some cushioning to our portfolios when the markets plummeted.

Read More »

A Difficult Time

We have much to say, so please consider this as part of a series. During times like these, we encourage you to use credible sources for making the kind of decisions we will all have to make over the coming weeks

Read More »

Need Help?

Book a 15-minute consultation with one of our experts today!

Get Notified About New Articles

"*" indicates required fields

This field is for validation purposes and should be left unchanged.