Advisor to Client

Multiple homes mean tax savings

Own more than one home? Making the right choices about the Principal Residence Exemption (PRE) may save you thousands in taxes.

May 22, 2014

3 min read

Financial Planning

Rethink what debt costs you

These details get overlooked when calculating personal debt.

By Jason M. Pereira |May 21, 2014

4 min read

Risk Management

How does Canada protect your privacy?

Keeping your financial information private.

May 20, 2014

1 min read

Financial Planning

Stay on track with cash flow planning

Long-term financial success depends on short-term cash flow planning. Here’s why.

May 20, 2014

2 min read

Investing

Invest in jewelry

Add lustre to your portfolio with pearls and gems. Here’s how much of your money should be in jewelry.

By Vikram Barhat |May 16, 2014

3 min read

Investing

Four kinds of private equity

The changes you made will be lost if you navigate away from this page.Are you sure you want to leave this page?

By Dean DiSpalatro |May 16, 2014

2 min read

Investing

Primer on private equity

If you’re a wealthy investor and haven’t considered private equity, you should. It’s uncorrelated to the stock market and has potential for outsized returns

By Dean DiSpalatro |May 16, 2014

3 min read

Risk Management

Plan for natural disaster

The global cost of natural catastrophes is now in the billions. Flooding is a leading cause. Are you covered?

May 15, 2014

2 min read

Financial Planning

Talk inheritance with the kids

Why you should tell your kids what they’re getting in the will.

By Elaine Blades |May 14, 2014

3 min read

Financial Planning

Conversation starter – Talk inheritance with the kids

Ask your client, “Have you spoken to your children about your will?”

May 14, 2014

1 min read

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