Newsletter

Newsletter

Why Have Insurance? For Catastrophic Situations

Catastrophic Drug Insurance      At its root insurance is not intended for the scratch on your car or the $32 antibiotics.  It exists to cover…
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Bryan’s Ironman Update

This past Easter weekend I was lucky enough to be in Mont Tremblant with Valerie and my boys.  This is where my destined Ironman event…
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Helping Adult Children…Financially.

Adult children are having a hard time financially, especially those in their 20s and early 30s.  Work has become more precarious, wages have stagnated and…
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The Tough Task of Handling an Estate

Over the last months some clients and parents of clients have died.  This is undoubtedly a difficult time that is made harder by the estate…
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First Aid & CPR Event

On Saturday, May 27th, join us for a First Aid and CPR educational event. Recently, an event at our kids' school reminded us of the…
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Join Us On Facebook!!

We are excited to announce that we’ve launched a business Facebook page.  The page will share financial planning articles, upcoming events and fun life hacks. …
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2 of 2 – Additions to your December 31, 2016 Assante Statement: Disclosure of Fees

You will now see the fees that you pay to Assante in your year-end statements.  These are the fees that go to the dealer and…
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1 of 2 – Additions to your December 31, 2016 Assante Statement: Rate of Return

You will now see rate of return information in your year-end Assante statements.  On the surface, you would think that rate of return has one…
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Help & Support for Executors

Acting as an executor can be a stressful, time consuming commitment that carries real liability.  It has been estimated that the job of an executor…
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Ironman Update from Bryan (part 4)

It was in July that I completed the Muskoka half Ironman race and in the summer months that followed I misplaced my discipline.  My nutrition…
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For Those With Corporate Class Non-registered Investments

The Trudeau government announced earlier this year that the tax-deferred switching between corporate class investments would cease at the end of 2016. For example: Suppose…
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Eric Bushell Dinner & Presentation

Eric Bushell is the lead of Signature Global Advisors and oversees more than $40 billion. On October 6th, find out what one of Canada's leading…
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