by Brent Vandermeer | Jan 26, 2017 | CP Insights
We are pleased to offer you the services of our in-house Tax Specialist. Robert Westgarth is an accountant and tax consultant, and has years of experience with tax preparation. We will continue to facilitate the tax preparation services of Steve Ernst (Converge...
by Brent Vandermeer | Dec 6, 2016 | CP Insights
The rumours in last week’s article in the Globe and Mail have been confirmed with today’s announcement that Scotiabank will sell their ownership in HollisWealth to Industrial Alliance (iA) effective in the third quarter of 2017. STABILITY We view this change...
by Brent Vandermeer | Nov 9, 2016 | CP Insights
Following the US election results, we would like to share some research on the impact this may have on markets and the economy. We also want to remind you about our investment philosophy and what that means in terms of portfolio management strategy during times like...
by Brent Vandermeer | Jun 24, 2016 | CP Insights
As you likely know, the UK people voted to exit the European Union yesterday. This has and will continue to create political uncertainty as other member countries like the Netherlands, Spain, Italy, etc consider their own “leave” decisions. It’s important to note that...
by Brent Vandermeer | Jun 13, 2016 | CP Insights
Last week, over 400 attendees from across the wealth management industry in Canada came together to celebrate the outstanding value that financial professionals provide to their clients. The 20 award categories recognize excellence across the industry, from community...
by Brent Vandermeer | Mar 24, 2016 | CP Insights
The Liberal government released its first budget earlier this week. Here are a few of the details that we thought you might like to be aware of: TFSA’s TFSA contribution room is back down to $5,500 for 2016. If you haven’t opened or topped-up your account yet,...
