Articles

The new statements are easier to read and have a fresh new look and feel. To guide you through the statement features, we have created a pamphlet "Understanding your investment portfolio statement". iA Securities HollisWealth

Two years ago, a client asked me to design an investment portfolio that could help support a caring economy – one that treats people and the environment with respect and contributes to change where it’s needed most. The portfolio also needed to grow at a reasonable rate to support the client’s age-r...

Without a doubt, financial advice can benefit everyone no matter how simple or complex their situation. From building up emergency savings and funding a child’s education to preparing for retirement, guidance on how best to channel your resources to reach your short- and long-term goals is always ha...

As we approach the income tax filing deadline for 2018, much of the story is already in the books. Your income for the year is known, the RRSP deadline has passed and money spent on deductible expenses has been recorded. There are still, however, a couple of choices you can make that will affect you...

By anyone’s standards, Amy has already done well for herself and is better off financially than many of her peers. A perennial overachiever, she found work as a computer consultant right out of university and lived with her parents – and on a strict budget – while she saved enough for a down payment...

The Bay Street I experienced 39 years ago when I started in the investment business was a very different place from what it is today. Lunch meetings often took place at a local pub over a few drinks. In the workplace, there were ashtrays on every desk and people smoked cigarettes freely. There were...

I live in Durham region in Ontario and in one week two headlines in our local paper screamed out at me: “Durham warns of phoney water treatment sales pitches” and “Phone scams continue at alarming pace, Durham police warn”. So, let’s consider some of the ways to protect yourself against fraud – both...

Everyone told Dennis and Deidre they were crazy to give up their stable jobs, especially with a newborn son. They took the plunge anyway and started their own business, pouring their hearts, souls and a large chunk of their savings into making their dream a reality.  Fast forward 20 years, their bus...

As one of the industry’s leading publications, Wealth Professional Canada is proud to present the sixth annual Top 50 Advisors list. Once again, this year’s list contains representatives from across the country. To determine who made the cut, multiple factors were taken into account, including Asset...

With a new year and the end of an often overindulgent holiday season, the “let’s get organized” side of me kicks into high gear. As with most people, it’s a time to reflect on what’s going well and what new opportunities lie ahead. Top of mind for many is, unsurprisingly, household’s finances. Accor...