Explore timely insights and key wealth management topics from our Private Wealth Counsellors.
Increased market volatility, the aftermath of COVID-19, geopolitical conflict, higher inflation, central bank tightening and supply chain disruptions have proved sizeable hurdles for the majority of asset classes in 2022. However, we head toward 2023 with more attractive valuations across the board.
December was a disappointing end to a bad year. Investors had few places to hide as traditional safe haven assets such as bonds fell in tandem with equities. The final month of the year saw negative returns for equities, commodities and slightly negative returns for bonds.
The most effective method for reducing volatility is to ensure that your portfolio is diversified by combining as many different and non-correlated assets as is feasible. By doing so, you increase your chances of avoiding extreme lows and ideally generating a greater amount of wealth in the long run.
In its 2022 Federal Budget, the Government of Canada proposed a new type of investment account designed to help Canadians save towards the purchase of their first home. The account is called the Tax-Free First Home Savings Account (FHSA) and combines the benefits of both the RRSP and TFSA.
Can humans live to 150? New academic health breakthroughs have researchers and health start-ups extrapolating about the end of ageing. Is this possible, or just wishful thinking? Join us as we welcome back Dr. Daren Heyland to filter fact from fiction in the evolving world of nutrition and longevity.
The conflict in Ukraine has created tension and anxiety across the world. For those of us with family or friends in the region, this is doubly so. Global leaders are working to ensure that the best possible solution takes place. We are here to hope that better minds prevail, and with few casualties.
Join our Edmonton team and Doris Bonora, TEP, Q.C. from Dentons for a discussion on ‘Medical Assistance in Dying’. The conversation covers personal and health care directives, the evolving laws around MAID and the importance of having a Power of Attorney or Personal Directive.
Michael Nicin from the National Institute on Ageing joined us to discuss many valuable topics including new research on when to take your Canada Pension Plan along with vaccines that Canadians over 50 should consider asking their doctor about such as for pneumonia, flu, and shingles.
Estate lawyer Michael Klaray from Duncan Craig joined Marshall and Cary to discuss best practices for passing on family assets such as: How to deal with cottages, real property, or any intergenerational assets that you would like to stay in the family.