Financial Considerations: Losing a Spouse

A spouse’s death can be one of life’s most devastating events. Complicating matters, at a time when a surviving spouse may feel as though they are unable to deal with life’s routines, many new tasks will arise. Seeking the support of others may be important, whether it be family members, trusted friends or even professionals.
Here are some financial steps that will need to be taken during this difficult time:
Take Care of Immediate Action Items

Make funeral arrangements or carry out […]


A Company Culture is the Advantage

On May 8th our Advisory team flew to Calgary to interview the investment team at Mawer Investment Management Ltd., which has been a core investment manager utilized by our firm for many years. It is no secret that their returns have been phenomenal for well over 4o years so this visit was about learning Mawer’s process and their company culture.
The advisory team was treated to a sit down with Mawer’s president Michael Mezei, Director and Portfolio Manager Greg Peterson, […]


A Look Behind the Scenes

On April 17 our Advisory team attended a full day learning event in Vancouver. We had the chance to connect in person with top managers and strategists in the money management industry. Eight different Portfolio Managers discussed current market conditions and economic events. After a long day of deliberation, we left with extensive notes and several points to share with you.

Key Take-Aways

The 2018 outlook remains robust because of solid earnings and favourable US tax policies, but caution is needed […]