News and views

Monthly Market Snapshot – September

View/download full report Following a broad rally in July, equity markets kicked off August strongly, but the rally was derailed,...

Read More

Interview with estate planner, Jim Kibble

In the video below, Nicky interviews Jim Kibble, independent fee-only estate planner and founder of Ontario Estate Consulting Solutions Inc....

Read More

Monthly Market Snapshot – August

View/download full report After high levels of volatility for most of the first half of the year, a shift in...

Read More

Converting your RRSP to a RRIF

As you approach retirement, you’ll need to start thinking about how you’re going to fund this next phase in your...

Read More

Cash Flow Worksheet *DOWNLOAD*

*CLICK HERE* to download our fillable PDF worksheet A cash flow statement lists the sources of income entering your household...

Read More

Monthly Market Snapshot – July

View/download full report A streak of volatile trading extended into June as investors focused on the highest inflation print in...

Read More

Monthly Market Snapshot – June

View/download full report May was another volatile month for equity markets as concerns over persistent inflation and monetary tightening weighed...

Read More

Monthly Market Snapshot – May

View/download full report After delivering a modest recovery from the lows of early March, equity markets experienced a resurgence in...

Read More

Emotional investing

When something is threatening us, experience tells us to get away as quickly as possible. That’s a prudent reaction when...

Read More

Staying the course in a bear market

Market volatility and major downturns may cause investors to rethink their investment approach, including moving to cash. Historically, a better...

Read More