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Latest News & Blog Articles

Awakening to inflation - Solutions For Financial Planning*

January 10, 2022 Investing

Higher prices can chip away at your savings, so position your money to stay a step ahead. Solutions For Financial Planning, Winter 2021*

Stock Splits Have Made Headlines This Year, But What Exactly Are They?

November 18, 2021 Investing

Apple, Tesla & McCormick all have one thing in common - they announced stock splits this year. Should you take advantage of these more affordable shares? Here's what to consider first.

Survey Says: 53% of Canadians Don't Know How Much to Save for Retirement. Here's What to Start Doing Differently Right Now

October 4, 2021 Retirement Funding Investing

You know you need to start preparing now for a peaceful retirement, but sometimes it's hard to know where to start. If you're uncertain about your next steps, here are 6 things to start doing differently right now.

Managing a Windfall: How to Be a Good Steward of Your Inheritance

July 26, 2021 Estate Planning Investing

Unfortunately, your inheritance doesn't (usually) come with instructions. If you've recently received a sizeable windfall, follow these 5 tips to being a good steward of your inheritance.

What Is an NFT?

May 4, 2021 Investing

NFTs are one of the latest buzzworthy investment trends - but what exactly are they? We've got your biggest questions answered.

Coinbase Went Public With a Direct Listing. Here’s Why that Approach Can Be Tricky

April 15, 2021 Investing

Coinbase, the popular cryptocurrency exchange space, began trading shares on April 14. Forgoing the traditional IPO process, Coinbase did a direct listing on the NASDAQ. Here's why that's unusual, and what interested investors may want to know.

Hindsight Is 2020: 7 Ways We Should All Vow to Treat Our Money Differently in 2021

January 27, 2021 Retirement Funding Investing Budgeting

If 2020 has taught us anything, it's that you should always be prepared for the unexpected. Now that this year is behind us, here are 8 ways that we should treat our money differently and plan for the future.

Five financial tips to start the year off right

January 18, 2021 Investing Taxation

The toll that the global pandemic took on the Canadian and global economy cannot be understated, and there will be knock-on effects in both the near and long term. Here are five tips to keep in mind as you plan the financial year ahead.

All About Bonds

November 27, 2020 Investing

Fixed income investments can help portfolios absorb market shocks. Knowing the basics about bonds can help you understand how they can be an integral component of any portfolio.

Marco P. Gil

Portfolio Manager
Financial Planner