Latest News
We Cross Cancer builds hope for patient treatment
May 13, 2022 / Insight from J. Angus Watt, Senior Wealth Advisor
Almost one in every two Albertans will develop cancer in their lifetime. Edmonton’s Cross Cancer Institute has kicked off a $30M fundraising campaign, We Cross Cancer, to support innovative research and treatment options.
Past News
Insurance: A Sophisticated Financial Tool
April 21, 2022 / Insight from Chris Schoonderwoerd, CFP®, Wealth Advisor
Difficult discussions shouldn’t scare people away from exploring insurance options. It’s a critical part of protecting the money you’ve worked for and the people you care about.
The Payoff of Patience and Discipline: Learning to Love Compound Interest
February 18, 2021 / Insight from Ksenia Lee, Ba, CFP®, Wealth Advisor
There is a quote that is often attributed to Albert Einstein - I do not know if he actually said it, but the point is well-made: “Compound interest is the 8th wonder of the world. He who understands it, earns it; he who doesn't, pays it.”
Impact Investing - Community Wealth Considerations
January 28, 2022 / Insight from Jim Watt, Senior Wealth Advisor
“Impact investing” is a growing area of curiosity for folks seeking more active involvement in their investments, and it is a theme to explore this new year as many people resolve to try and have a more positive impact on the world around us.
RRSPs and TFSAs: Which Vehicle for Which Journey
December 15, 2021 / Insight from Jane Alm, Senior Wealth Advisor
New investors often ask about the difference between Registered Retirement Savings Plans (RRSPs) and Tax-Free Savings Accounts (TFSAs). I like to refer to these investment vehicles as two separate buckets of money you’d use for different things.
Putting taboo topics on the table
November 15, 2021 / Insight from Angus Watt, Senior Weath Advisor
When I was a kid, most people didn’t talk openly about their money. They didn’t talk about finances in front of the family, and they certainly didn’t discuss dying. Those conversations were too taboo to have out in the open if they happened at all.
Economic Impact
In order to help keep you informed and stimulate your thinking with regards to the current financial context, our experts take a look at economic news and share their perspectives via our monthly informative videos.
May 11, 2022
April 20, 2022
Investing Guide
This reference guide contains a wealth of practical information and tools to help you plan your projects. Download it to your desktop to enjoy all the features.
Women’s Finances
Take action for women’s financial future today
Ladies, improve your financial well-being with our Invest in you series. What’s on the menu? Articles and lectures that cover a wealth of important concepts - beyond money - to get you through every event in your life with confidence.
