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The Facts about ETF Facts

The Facts about ETF Facts

Beginning December 10, 2018, investors purchasing exchange-traded funds (ETF) will receive a user-friendly document that provides a snapshot of important information about their investment. They are entitled to receive a copy of these summaries within two days of...
Respecting our elders: how to protect senior clients

Respecting our elders: how to protect senior clients

As the demographics shift and more and more Canadians hit their twilight years, they can become vulnerable to exploitation, especially financial exploitation. Canadians 55 and older are rapidly becoming the largest constituent group in the country, expected to make up...
Do I need an advisor?

Do I need an advisor?

The case for working with a financial advisor Over the past twenty years, the availability of information and the accessibility of online investing tools have created a new generation of do-It-yourself (DIY) investors. With the S&P/TSX Composite Index returning...