Published on Oct 5, 2018
There are few things more exciting than preparing for the arrival of a new baby, whether you are a parent, a grandparent, an aunt, uncle or a friend of a new bundle of joy. Being a new mom, I am familiar with all of the preparation and anticipation that comes with the arrival of a new baby. It is a fun, exciting, scary, emotional and anxious time.
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Published on Oct 4, 2018
Taxation is always a key issue for investors as returns can be gradually reduced over time if there is not a proactive tax plan in place, specifically related to investments. In this context, a prudent investor should investigate alternative strategies to traditional bonds and equities.
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Published on Sep 10, 2018
Retirement is on the horizon, with everyday being one step closer. Everyone has a slightly different view of what their retirement may look like, and some might struggle to see what their next steps should be. This is completely normal, with so many options, making a decision can be daunting.
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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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Published on Jul 8, 2018
In 1934, the U.S. and other countries realized the impact of tariffs, whereby the Reciprocal Trade Agreements Act of 1934 was signed. The act granted the U.S. President authority to reduce tariffs with foreign governments.
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Published on Jun 11, 2018
This morning at the Canadian Institute of Financial Planners (CIFPs) Annual Conference in Halifax, Wealth Stewards was awarded the top honour for the 2018 Global Financial Planning Awards for Canada, which is the first time the award has gone to the same firm two years in a row.
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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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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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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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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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