Expert Advice to Help Build &

Preserve Your Wealth

Phone

(604) 980-6661

  • The Difference between Mutual Funds and Segregated Funds Both mutual funds and segregated funds are a type of investment pool. The financial assets of these pools are owned by the investors. Segregated funds are considered as insurance products sold by an insurance company and have different risks and benefits when compared to mutual funds. Only […]

  • Tenants in Common and Joint ownership are two ways of owning property that couples have as an option. Many couples use the Joint Ownership option as a way to avoid probate.We can help you to figure out the most beneficial way to set up your assets so that the greatest possible share of your wealth […]

  • A Tough Day for Markets Yesterday was a tough day to be in the markets. The S&P 500 was quite volatile, closing down 0.8% and off by more than 3% at the worst of the day. The S&P/TSX officially reached correction territory, down 12.8% at its worst today and closing -11.6% off its September 3rdhigh. Treasuries […]

  • Sudden unemployment is a harsh scenario people have to deal with along with economic changes, a change in technology or simply the closure or downsizing of a business. Unemployment imposes a financial, social and psychological cost on you because no one is be prepared to deal with a sudden termination of income and it would […]

  • Usually our concept of income is derived from labor which leads to a fixed or variable wage for a certain time duration. Another type of income is investment income which results from investing in various financial assets. Investment income can take the form of dividends, interest payments, rent, royalties and capital gains. Investment income is […]

  • Determining whether to contribute to an RRSP or pay down a mortgage has always been a great debate, for each have their advantages. To begin with, an RRSP contribution is tax-deductible, and it can generate a tax refund for you or it can reduce your income tax liability. In addition, an RRSP will continue to […]