Understanding Your Statement

25 November, 2016

Beginning in 2017, you will receive two new annual reports reflecting the performance and cost of your investments. These reports will be for the January-December time-frame. Overall, these new reports aim to enhance your understanding of the overall... Read more

The Growth of Financial Education

5 October, 2016

Filed Under: Financial Planning

As a long-time practitioner and member of the Financial Planning Standards Council I believe it’s important to promote the growth of financial education.... Read more

Budget 2016 - Impact

8 September, 2016

The Office of the Parliamentary Budget Officer has released a very interesting interactive tax tool to determine one’s personal impact from the measures proposed in the 2016 Federal Budget.... Read more

Understanding the Cost of Advice

8 September, 2016

Filed Under: Financial Planning

As with many other types of services delivered, there is a cost for the value of financial advice. This is true regardless of the investment solution (or investment plan you may have).... Read more

Management Fees – What Should I know?

19 June, 2015

In recent years there has been a focus by the Canadian Securities Administrators (CSA) to enhancing regulations around account opening documentation and conflicts of interest management. In the most recent phase of the Client Relationship Model (CRM II)... Read more