Over the years, we have worked with many Canadian families and generations within those families. We have found that some of the key factors to generational financial success are often found in creating a supportive open environment for families to communicate in addition to a well-organized and executed plan. Clearly understanding the needs of parents, children and grandparents can allow for easy life transitions. Whether it's buying a home, selling a family cottage, opening a trust account for your grandchildren or settling an estate. Join us today as we discuss in detail what we do as family advisors to help create that legacy.
Episode 166: Where Is All The Money?
Episode 165: Bonds Are Getting Hammered
Episode 164: Investors Have Got It Wrong Again
Episode 163: Top 10 Biggest Investor Mistakes
Episode 162: Strategies to Enjoy Your Retirement
Episode 161: Markets: We’re Definitely In a Bear Market!
Episode 160: What’s Going on in Today’s Markets?
Episode 159: Are You Working with a Stagnant Advisor?
Episode 158: Fee Rates: Bad Marks for Canadian Fund Fees
Episode 157: REITs, a Great Way to Add Real Estate to Your Portfolio
Episode 156: Jumping on The Investment Bandwagon
Episode 155: Things You Can Do To Reduce Your Tax Bill
Episode 154: Owning, Loaning, and, Gambling
Episode 153: Why We Should Share Things That Are Great
Episode 152: Big Cities Are in Big Trouble and Need to Change
Episode 151: Scary Times For Investors
Episode 150: Why is Investing So Difficult?
Episode 149: Examining 50 Years of Asset Allocation Strategies
Episode 148: How to Survive a Bear Market?
Episode 147: The Real Estate Market Over the Last 10 Years
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