New Years is a great time to reflect on the year that has gone by and focus on the year ahead. This is also the time to review your current investment strategy and ask yourself if it meets your long-term objectives. Our team would like to share some thoughts from the company's annual Canadian Due Diligence event that recently took place in Toronto. These events provide an opportunity for advis...

"Listen to your elders" is a phrase we often hear, but in the case of planning for retirement, we should really pay attention. As baby boomers near their golden years, they bring mixed reactions to retirement including optimism, worry, and perhaps a tinge of regret. According to a survey of 2,500 adults ages 45 to 64 conducted by a US firm, pre-retirees are generally optimistic; however they r...

People over 50 are changing the face of resolutions -- not just as they relate to New Year's vows, but as a commitment for life. A generation accustomed to tackling their goals and getting the most from life, this spirited group of adults is proud that they still have more to accomplish at this stage of their life. Out for 2007: Rehashes of the annual vows to go the gym, spend less money and s...