Jeff Finch

January 21, 2019

Supporting Children With Special Needs Today & Tomorrow

Parents start with the expectation that their children will grow and thrive and one day leave the nest – but for some parents, that day will never come.
November 15, 2018

Five ways to figure out your risk tolerance

Every investor knows that risk and return go together. When it comes to risk tolerance, though, everyone’s different and how much you can endure on the downside depends on several factors, including years to retirement, lifestyle and more.
September 17, 2018

Four Times You Need to Update Your Will

One thing that many people forget to do after a life change is to update their will.
July 10, 2018

Pension Decisions: Six Keys To A Great Retirement

You’ve undoubtedly thought a lot about the “shape” of your retirement – but whether your plans include traveling, volunteering
May 10, 2018

Post-retirement tax planning for the lifestyle you want

Post-retirement tax planning is vital to maintaining the retirement lifestyle you want for all the years of your retirement. But even if you’re already past the ‘post’, it’s not too late to implement tax savings strategies that work for you
March 21, 2018

Five Ways to figure out your risk tolerance

Every investor knows that risk and return go together. When it comes to risk tolerance, though, everyone's different and how much you can endure on the downside depends on several factors, including years to retirement, lifestyle and more.
March 20, 2018

Before you sign on the dotted line

While Toronto’s housing market is often defined by its flurry of activities, frenetic pace, and confident buyer culture, it’s always recommended to slow things down for a moment and educate yourself before entering into any binding contract.
March 9, 2018

Not everyone wants to leave an inheritance

Until recently, passing down an inheritance was something to be expected. Parents would save enough money so their kids would receive some sort of windfall that they could then put toward their own retirements.
February 23, 2018

The new face of fixed income

For the last 30 years bonds have helped boost portfolios. With fixed income prices now falling, it’s time rethink how these assets fit in a portfolio.
January 29, 2018

What a rate hike means to you

Last July, the Bank of Canada (BoC) raised its key interest rate by 25 basis points, from 0.50 percent to 0.75 percent.