Insights

Prior to the end of each tax year, Financial and Investment Advisors review the portfolios of their clients with an eye to “Tax Loss Selling”.  The idea behind this annual review is multifold but in November and December, the focus becomes which investments...

With September around the corner, Back-to-School is on the mind of Students and Parents alike.  While students in primary or secondary school will not see any notable changes in finances, it’s a different story for Post-Secondary students as they now enter the...