September 2025We are always happy to help you, your family, and friends. As always if you have any questions or comments, please be sure to contact us. Harry, David & Kevin 604.468.0888 Click on the pictures to view the videos and articlesCheck out some of our recent YouTube Videos, subscribe to our YouTube channel today!August 2025 Market Update With Summer ending, there's no denying that the season has been rather productive for stock markets, with equities posting gains once again in August, marking the fourth consecutive positive month. However, we should not be under any illusions. Periods of low volatility can never last forever, and September is historically the month with the lowest average returns. Join Harry, David and Kevin for the August Market Update. As always, if you have any questions, please do not hesitate to reach out us. The Canadian Pension Plan Death Benefit While the primary purpose of the Canada Pension Plan (CPP) is to provide retirement income to contributors, it also includes additional benefits for eligible individuals and their families. One such benefit is the CPP Death Benefit. Here’s what you need to know about how it works, who qualifies, and how to apply. Source: AdvisorStream Inheritance Planning A recent Canadian study on generational wealth reveals growing economic pressures, misaligned financial expectations, and a widespread lack of basic legacy planning among family members. These challenges are putting Canadian families at heightened financial and emotional risk. To help navigate these complexities, learn what you can do to create a thoughtful and effective inheritance plan. Source: AdvisorStream What To Do With Insufficient or Unused RESP Funds A Registered Education Savings Plan (RESP) is one of the most effective ways to save for a child’s post-secondary education. But what happens if the funds fall short—or go unused altogether? Understanding your options can help you make the most of your RESP investment. Source: AdvisorStream High Interest, GIC, and Mortgage RatesThrough our strategic partnership with Dominion Lending Centres, we can help you find the best mortgage rates and make the process as simple and efficient as possible for you. Additionally if you want to stay up to date with the current interest rates on High Interest Savings accounts and GICs click the button below. **Please note, rates change daily and subject to change without notice. Please be sure to call us to learn the most current rate.** |