Smith Falconer Financial Group
July eUpdate
This week, we wanted to take time to further explain the three types of fees that are important to our clients: advisory fees, MERs, and bundled fees in separately managed accounts.
June 2024 eUpdate
The beneficiary or beneficiaries of your assets, are the individuals, trusts, corporations or charitable organizations to whom you choose to leave your property, after your death.
In April, Deputy Prime Minister and Finance Minister Chrystia Freeland presented the 2024 Federal Budget. In order to provide “a fair chance to build a good middle-class life”, the approach focuses on...
CIBC recently published the 2024 Big Picture Chart, to demonstrate the benefits of long-term investing through all market and economic conditions.
