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Latest News & Blog Articles

Decoding Financial Jargon

June 1, 2020 Investing

How to understand the language of finance like a boss.

Keeping The Cottage In The Family

May 25, 2020 Estate Planning Real Estate

Create a lasting legacy with a smooth transfer of ownership.

Bull & Bear Markets: A Timeline

May 8, 2020 Investing

As we face an uncertain road ahead, let's take a look back at history's most recent bull and bear markets in this info-graphic timeline.

Protecting yourself and loved ones from fraud during these extraordinary times

April 30, 2020 Technology Privacy & Security

There have been a number of COVID-19 related scams - here are some scams that are being used to take advantage of people during the COVID-19 pandemic.

Focusing on health and wellness during tough times

April 22, 2020 Health & Wellness

We all know the key ingredients of staying healthy are eating well, exercising regularly, and getting enough sleep. If you’re struggling to stay positive during these times, here are some things that can help.

[Infographic] Staying Inside? 6 Financial Tasks You Can (Finally) Accomplish at Home

April 14, 2020 Staying Organized Budgeting

You may be going stir crazy during the quarantine, but now's a great time to be productive at home. Here are six financial tasks you can easily accomplish without leaving the house.

The way forward - Making sense of the Q1 economic shock

April 7, 2020 Investing Market Updates

Investing during times of economic downturn is often challenging for the fearful investor. At the same time, others may look for opportunities. But now is not the time for greed. Now is the time for calculated decision making.

How To Survive a Bear Attack

March 24, 2020 Investing

As equity markets fall sharply, it’s time for all investors to review the fundamentals – it’s time to learn How to survive a bear attack. There are four guiding principles that can help you manage your way through the volatility.

Understanding Your Tax Slips

March 16, 2020 Taxation

For Investors in Mutual Funds, Exchange-Traded Funds and Segregated Fund Contracts with investments in non-registered mutual funds, exchange-traded funds (ETFs) or segregated fund contracts, you are required to report all taxable amounts related to these investments on your tax return each year.

Marco P. Gil

Portfolio Manager
Financial Planner