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Financial Planning - Poorly Written Wills

Published on Jul 8, 2018
High-net-worth families often want to leave a legacy. They worked hard to build their wealth and want their loved ones or charitable organizations dear to their hearts to benefit. They want their success and wealth to have a purpose. What some fail to consider is the potential tension that may ensue over their estate after they pass.
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Investing in Volatile Markets & Alternative Investments

Published on Apr 3, 2018
Investors who may be feeling whipsawed after the increase in volatility may be wondering, "How can I better protect my portfolio from the ups and downs in the market?" A properly diversified portfolio will contain a collection of securities, some of which will have low to preferably negative correlations to other securities held.
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The End of An Easy Money Era & the Return of Volatile Markets

Published on Apr 3, 2018
Imagine yourself climbing the stairs to the top of the CN Tower. I'm sure you would be out of breath and would have to stop for a few breaks before reaching the top. This is the same for the market - it cannot reach the top without taking breaks along the way called a correction.
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2017 Personal Tax Return Changes

Published on Mar 19, 2018
With personal tax season just around the corner, we felt it apt to share some tax changes and tips impacting your 2017 personal income tax return and beyond.
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Highlights of the 2018-19 Federal Budget

Published on Feb 28, 2018
Yesterday, Tuesday, February 27, 2018, the Federal government announced the 2018-2019 budget. Certainly you have heard some of the highlights in the media. As a valued client of the Wealth Stewards group, we wish to summarize the most important changes that may affect your family and your business.
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Final Thoughts on Bitcoin

Published on Jan 30, 2018
For something to have intrinsic value, it needs to serve a purpose by solving a problem or filling a need. Blockchain has the potential to provide significant increases in efficiencies and security in a wide variety of transactions across many industries.
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