Tax-Loss Selling 2017: ‘Tis The Season...

Published by Penni Johnston-gill on Nov 13, 2017

Tax-Loss Selling 2017: ‘Tis The Season   Heading Towards Year-End   As we progress through November, investors should begin thinking about the year ahead and planning for potential tax losses – selling... Continue reading

Students Must Keep Good Records

Published by Penni Johnston-gill on Aug 23, 2017

Baby boomers will remember how simple the world was when they were starting university. All costs were measured in hundreds of dollars. That is, annual tuition fees might be $500 or so. Textbooks, even... Continue reading

10 Reasons to Stop Putting off your Estate Planning

Published by Penni Johnston-gill on Aug 08, 2017

    By Brendan Burns, Miller Thomson LLP Estate planning is an essential part of wealth management. Estate planning not only ensures that your assets are distributed pursuant to your wishes, but it ensures... Continue reading

Retirement Planning – Age Milestones

Published by Penni Johnston-gill on Jul 11, 2017

As we get older, certain milestones are important when preparing for retirement. If you are nearing the following age milestones, take note of these considerations as you look to maximize your retirement... Continue reading

The Pending Pension Crisis

Published by Penni Johnston-gill on Jun 22, 2017

  According to the article "Global Pension Timebomb: Funding Gap Set to Dwarf World GDP" recently published in the World Economic Forum, the world’s six largest pension systems (U.S, UK, Japan, Netherlands... Continue reading

Canada 150

Published by Penni Johnston-gill on Jun 22, 2017

  In honour of Canada’s 150th anniversary we have curated the best the country has to offer. From golf courses to glamping, artists to authors, there is no shortage of unique opportunities to learn, explore... Continue reading

Gifting A Home To A Child?

Published by Penni Johnston-gill on Jun 12, 2017

  As housing prices in many major metropolitan areas continue to rise, home ownership is becoming increasingly difficult for the younger generation. As such, some parents and grandparents may consider... Continue reading

Expecting a New Arrival?

Published by Penni Johnston-gill on May 29, 2017

Welcoming a new baby into the family can be one of life’s more rewarding experiences. Proper financial planning can ensure that this positive experience continues as the new family grows. It is never ... Continue reading

Legacy Wealth Weekly - Dec 2, 2016 (Last Hurrah for the CDN$)

Published by Penni Johnston-gill on Dec 02, 2016

Weekly Market Wrap-Up: Hurrah for the CDN$? The S&P/TSX and the S&P 500 have taken a pause this week. After all, both indexes are up ~2.5% since the Trump-election win so a little consolidation is welcome.... Continue reading

Legacy Wealth Weekly - Nov 25, 2016 (New High, Same Narrative)

Published by Penni Johnston-gill on Nov 25, 2016

Weekly Market Wrap-Up: New High, Same Narrative The S&P/TSX and the S&P 500 rose to new 52-week highs this week, fueled by the same narrative that Trump’s policies will eventually translate to faster ... Continue reading