How Ontario’s New Title Rule Opens the Door for Nationwide Standards
by Elke Rubachspecial to the globe and mail Ontario’s newly approved financial professionals title protection rule can and should lead to greater transparency in the financial services industry. But it’s just one of many steps needed to ensure Canadians are planning their financial futures with qualified professionals. By restricting the use of the financial planner […]
How advisors can help clients from falling for scams as fraud-related losses more than double
By Renee Sylvestre-Williams Read the full article here.
6 Steps to Protecting Your Wealth During Divorce
A divorce is one of the most difficult transitions you can go through. When you add uncertainty about money, that transition can get even more stressful. Here are six steps to help keep your finances intact during—and after—a divorce: Step 1. Assess your finances and make a budget As divorce proceedings get underway, take stock […]
Understanding Retirement Income Tax
When you retire, you’ll likely draw your income from several sources—such as retirement accounts, taxable investment accounts, and Social Security Benefits. Each of these sources is taxed according to its own rules. So, in order to accurately plan for your retirement, you need to know what these rules are, whether (and when) you’re required to […]
Filling the social deficit: A role for everyone
In Canada, we are fortunate to have a robust system of social good services and supports. Options for everything from mental health counseling and immigrant settlement services to sporting programs and cultural initiatives are available across the country. However, this abundance of social infrastructure is under threat. Canadians have become accustomed to ready access to […]
Give meaning to your wealth with a family financial philosophy
Top 5 Biases that Impact Military Investors
As Relationship Managers for AAFMAA Wealth Management & Trust, we use facts and logic to guide our clients through investment decisions, rather than emotion. Even the most perceptive military investors, armed with years of market experience, can fall prey to mental biases that lead to poor investment decisions. While it’s impossible to completely eliminate mental […]
8 Key Life Events that Require Financial Guidance
Almost everyone stresses over the daily obligations of financial planning, but many also neglect the significant life stages that require special attention and strategies. Here are 8 key life events that could benefit from professional financial guidance. 1. Graduating from College College graduation marks the first major transition into adulthood. The progression from school to […]