Ted Jenkin named as a Top 10 Advisor from the just released Investopedia 100 Top Financial Advisors of 2019!
Did you make an RRSP contribution this year? If so, you may have been like the majority of Canadians (60%) who waited until the last two weeks before the deadline to contribute*. The last-minute scramble is stressful and risky. Missing the deadline could cost you a potential tax refund — plus the growth that reinvested […]
Heads up: this article isn’t applicable to residents of Quebec, where provincial law governs how assets are distributed. People have done any number of things with their assets when they die. In 1926, a millionaire named Charles Vance Millar passed away. With no obvious successor, he decided to get one last laugh from the grave, […]
If the term robo-adviser conjures up images of C-3PO controlling your money, relax: we’re not robots. So, why are Canadians making the switch to a robo-adviser? We leverage technology to create a modern online experience for the benefit of our clients. “Robo-adviser” is a recent term, used to describe a variety of new and innovative […]