Top 10 Year End Tax Tasks… and a Partridge in a Pear Tree

30 December, 2016

Can you believe that the end of 2016 is almost upon us already? Year end brings with it a close to the year and also a few deadlines that must be kept. Sure, you have until April 30th of the following year to file your taxes and up to 60 days after t... Read More

Couple's Therapy – Part 3: Finding Financial Fairness

19 September, 2016

By Arnold Machel, CFP®   “What causes fights and quarrels among you?  Don’t they come from your desires that battle within you?  You want something but don’t get it.  You kill and covet, but you cannot have what you want.  You quarrel and fight.  You... Read More

Couple's Therapy – Part 2: Let’s Talk Money, Honey

12 September, 2016

By Arnold Machel, CFP®   “A gentle answer turns away wrath, but a harsh word stirs up anger” - Proverbs 15:1 (NIV)   Last month we considered the importance of communication when it comes to handling money and discussed how to appropriately set the stage... Read More

Couple's Therapy – Part 1: Having the “Money Chat”

5 September, 2016

By Arnold Machel, CFP®   “An honest answer is like a kiss on the lips.” - Proverbs 24:26 (NIV)   Dr. John Gottman (author and/or co-author of 40 books relating to marriage and relationships) states that 69% of marriage conflicts are never resolved.  We... Read More

From the Portfolio Management Desk: Brexit Update

22 July, 2016

It has been almost a week since we heard the news about Britain’s vote to leave the European Union (EU). In that time investors have had a chance to reflect, and the dust has begun to settle. The initial reaction was subdued panic, as we saw markets drop... Read More

The Rule of 72

23 March, 2016

By Arnold Machel, CFP® Canadian banks are required by law to meet certain liquidity requirements.  In overly simplistic terms, they are required to essentially match their deposits to their mortgages.  For example if they have $50 million in GICs maturing... Read More