Category Archives: Personal Finance

How have the year’s events affected your portfolio? Do a mid-year investment check considering these three points. We explain in this week’s Financial Tip.

Your financial adviser should not only manage your portfolio for investment returns, but for tax efficiency as well. While tax loss harvesting is often considered at the end of the year, this classic strategy can and should be used by advisers throughout the year to help control their clients’ tax liability. By working closely with our clients and their tax advisers, our experts are able to keep in mind other income that could be offset by tax loss selling.

“Good, in theory…” Financial guidelines can be difficult to put into practice. We offer some insight on how to do so in this week’s Financial Tip.

Do you want to lease or buy a vehicle? We compare eight key points to consider in this week’s Financial Tip.

Financially speaking, you and your grandchildren have more in common than you think. We explain in this week’s Financial Tip.