I am interested in your news and updates.

Keep up to date with our News & Events

A power of attorney (POA) for property, or mandate in Quebec, is a legal document in which you appoint an more

power of attorney concept women helping senior mother with paperwork

The First Home Savings Account (FHSA) is being widely praised as a tax-smart way for first-time home buyers to help more

FHSA concept. Woman holding a box in her new home.

My career began within the financial services group at Ernst & Young and while three years of rigid audit tasks more

portfolio construction

The term may differ by province – executor, estate representative, liquidator, estate trustee, personal representative or administrator. But the duties more

Estate planning sign on a wooden pier with tall buildings in the background

In our lives, we often deal with uncertainties. Some are “known unknowns”, meaning we were aware of the event/issue but more

portfolio construction

Are you ready to take the plunge and buy a house? The idea of home ownership is thrilling and liberating, more

buy a house concept with coins and toy houses

If you want a forecast of our economy, you don’t need to search a financial newspaper for an expert’s opinion. more


Written by Alison MacAlpine, as published in The Globe and Mail, May 16, 2023. Alex Skoke, Senior Financial Planning Advisor more

Alex Skoke DB pension plans

Investors began the year with an extremely optimistic belief that an economic soft landing would be achieved in the U.S. more

portfolio construction

Financial Planning Advisor calls seg funds an estate planning’s “best kept secret.” Segregated funds (Seg funds) are a lesser-known option more

segregated funds estate planning