Don’t Put All Your Bricks in One Basket

Canadian real estate prices took off during the last two decades alongside ultra low interest rates. Many people sought to buy a second property in a real estate market that once seemed invincible. Lately, however, many regret that decision as prices have come back down to earth amid higher borrowing costs. As a portfolio manager […]

Don’t Just Pass the Buck—Protect It from Being Squandered

Did you know that a staggering 90% of inherited wealth is gone by the third generation? A friend recently shared that he had inherited $500,000 just before the pandemic. His mother never spoke to him about money and he was surprised there was an estate to divide. Unfortunately, because he was so unprepared, the money […]