Recent Webinars

CanadianForex

CanadianForex is a partnership that allows our clients to access a foreign exchange and overseas transfer solution in an efficient manner.  This partnership assist clients in converting money for an upcoming trip or how they can transfer money to another country for various reasons including, university tuition for a child, helping out a loved one, a gift, etc. This platform can assist with all those needs, and many more, efficiently from your computer, tablet or smart phone. The most important thing is that their rates are extremely competitive and in many cases better than what the banks can provide.

Click here to watch a webinar on how it works and how to set up an account

Click here to be directed to the online portal to set up and manage your account

 

Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

25 November 2019
Energy Intervention
View article

18 November 2019
Enhancing the 60/40 with Alts
View article

 

December 2019
Investor strategy: Some improving signs
View article

Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


2019 year-end tax planning checklist
Maximize your 2019 tax-year planning with our helpful checklist – all the dates and strategies you need as we head into the final stretch of the 2019 tax year.

View article