Blog

Our blog is where you’ll find posts about investing, tax and financial planning tips, markets and other world and life events in a way that you’ll actually enjoy reading!

Uncertainty… Who Needs It? Apparently, We Do.

Uncertainty… Who Needs It? Apparently, We Do.

Topic:
Investments
Excerpt:
It is not exactly a revelation to say that uncertainty contributes to stress. In “normal” times – take 2019, for example – three common sources of
What a World!

What a World!

Topic:
Human Interest
Excerpt:
You don’t need to read a blog from your most trusted investment advisor to realize that 2020 might go down as one of the most notable and difficult
Medical Progress: How Far We’ve Come, But Still a Long Road Ahead

Medical Progress: How Far We’ve Come, But Still a Long Road Ahead

Topic:
Human Interest
Excerpt:
A recent volume of the New England Journal of Medicine found its way to my reading pile last week. The first article was titled “Four Decades of
A Tax Planning Strategy that Still Works – And is Getting Better

A Tax Planning Strategy that Still Works – And is Getting Better

Topic:
Tax Planning
Excerpt:
When it comes to strategies that help you save tax, good news has been in short supply these past few years. That will change beginning July 1st, 2020
COVID-19 Has Highlighted the “S” in ESG

COVID-19 Has Highlighted the “S” in ESG

Topic:
Investments
Excerpt:
“ESG” has become a powerful three-letter “word” in the investment world in recent years. The letters stand for three criteria on which any company can
Swimming Naked

Swimming Naked

Topic:
Inside Nexus
Excerpt:
Warren Buffett has a wonderful line. “Only when the tide goes out do you discover who's been swimming naked.”
Sunbeam through the black stormy cloud.

That’s the Way the World Goes Round

Topic:
Human Interest, Investments
Excerpt:
I was first introduced to the music of John Prine by the older brother of my best friend in high school. Prine’s song writing was a bit more
Serious mature couple calculating bills, checking domestic finances

Navigating New Rules: Should You Reduce Your RRIF Withdrawal in 2020?

Topic:
Tax Planning, Wealth Planning
Excerpt:
In these challenging times – when health and wealth are top of mind – we feel the need for action. The impulse to do something, other than hurry up
White face mask with a map of the world is lying on a green background

Take the Long View: Coronavirus – The Investor’s Perspective

Topic:
Investments
Excerpt:
The novel Coronavirus has swept through China and spread to other countries.(1) How this will all play out is unclear. What is the mortality rate?
Word "Tax" with clock on the office workplace. Business concept.

A Tax Plan for All Seasons

Topic:
Tax Planning
Excerpt:
As we move further into 2020, you’ll notice your annual T-slips have been arriving in the mail, RRSP contribution advertisements have been everywhere