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

As we progress through November, investors should begin thinking about the year ahead and planning for potential tax losses – selling their losing positions to offset capital gains. Based on Canadian tax law, capital losses can offset capital gains i

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Students Must Keep Good Records

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 in the most costly disciplines, would normally n

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10 Reasons to Stop Putting off your Estate Planning

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 that such distributions are done in a tax effective manner, and that your beneficiari

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Retirement Planning – Age Milestones

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 savings. Don’t leave money on the table.

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The Pending Pension Crisis

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, Canada, and Australia) are expected to have a

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Canada 150

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 and enjoy this majestic country.

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Gifting A Home To A Child?

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 helping their children with the purchase of a home

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Expecting a New Arrival?

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 too early to start thinking about the impact that

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Legacy Wealth Weekly - Dec 16, 2016 (Changing Tone)

Expectations were high for the Dow Jones Industrial index to close above the 20K psychological mark this week but the suspense will have to last a few more days if not weeks. North American equity indices are closing the week flat and most of the fir

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Legacy Wealth Weekly - Dec 2, 2016 (Last 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. Undoubtedly the highlight this week is the OPEC (-1.2MMbbl/d) and Non-OPEC (-0.6MMbbl/d)

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