Cross-Country Services Not close to one of our four offices across Canada? No problem! We offer comprehensive service to all our clients from coast to coast for their financial needs.
Estate Planning We consult with you and your other service providers to make sure everything is accounted for and your estate will be optimally managed.
Retirement Planning We work with you to identify your cash flow needs and account for multiple scenarios to bring you peace of mind and help determine when you can expect to comfortably retire.
Risk Management We’ll help you understand and manage risks associated with investments and ensure you have contingency plans, insurance and diversification options.
Succession Planning We work with you, your successors and third parties to develop a solid succession plan that ensures smooth leadership transitions and honour your intentions.
Tax Planning & Management From personal to business tax strategy, our advisors offer the strategic direction and support you need to effectively optimize your taxes.
Personal Wealth James Parkyn Why worry about whether we’re in another speculative bubble? PWL Capital 2021-02-17T10:30:34 February 17, 2021 It’s been almost a year since the World Health Organization declared a global pandemic in response to the spread of COVID-19. As we discussed in our recent portfolio performance review 2020, no one could have predicted the extraordinary events of the past year or the markets reaction to them.
Personal Wealth Peter Guay Lessons from 2020: Prepare for risks you don’t see coming 2021-01-8T09:36:55 January 8, 2021 Most people are only too ready to turn the page on 2020 and look forward to better times ahead. While that’s understandable, it’s worth taking a look back to draw some investment lessons from the difficult year we just lived through.
Personal Wealth Peter Guay When it comes to life insurance, you really can have too much of a good thing 2020-10-30T08:30:07 October 30, 2020 Over the past couple of years, I’ve been approached by several young doctors who all tell similar stories of being weighed down by the amount of money they’re paying in insurance premiums.
Living in Retirement Graham Westmacott The impact of low interest rates on retirement. 2020-10-29T08:30:24 October 29, 2020 Joe is in a quandary. He had figured that he would buy a new truck in 3 years. He hadn’t been paying attention to the news much and assumed his $40,000 savings would grow by 3% annually so he estimated he would have approximately $44,000 to spend. In fact, given current interest rates, his interest rate on his savings is close to zero.
Personal Wealth Doris Belland: Investing in a Low Interest Rate Environment 2020-10-5T16:10:42 October 5, 2020 Nancy and Brady recently spoke with Doris Belland about fixed income investing in the current environment. Doris is the founder and thought leader of the Women’s Money Group and Your Financial Launchpad. She is dedicated to empowering, teaching, mentoring and supporting women in learning about money and investing to support their financial independence.