Carlo Cansino

TheGlobeAndMail.com: “Like millions of Canadians, Tim Potter is living with a serious medical condition that has made it difficult, if not impossible, to secure meaningful life insurance. The Halifax father of seven was diagnosed 26 years ago with Type 1 diabetes. While his wife quickly obtained insurance coverage a decade ago, the stay-at-home dad was …

Canadians with pre-existing health issues struggling to find affordable life insurance Read More »

Dimensional Fund Advisors: “Imagine it is early January 2010 and you are reading a review of the financial markets. Investors have been on a roller coaster over the past three years, living through the stress of the global financial crisis and market downturn of 2008–2009, then experiencing the recovery that began in March 2009 and …

The 2010s: A Decade in Review Read More »

How do you invest successfully in the stock market? Answer: Buy low, sell high! Not a novel idea, but one that is consistently overlooked. More often than not, long-term investors are employing the opposite strategy – buying high and selling low – which typically results in an overly-anxious and underwhelming investment experience. Not to mention, a less desirable retirement lifestyle…

It’s the start of a new year. A time for resolutions, goal-setting, reflection of the last 12 months and a fresh start.

Financially, it can be a very depressing time. The holidays are over and now you must face the harsh reality of your generosity over the gift-giving season. That said, receiving your January credit card statement should not be an anxious experience. In actuality, your credit card statements are excellent budgeting tools that not enough people use to their advantage.

I have a lot of things in common with the author of this article, Erin Barton. We both have 3 young children; they all have access to digital devices; my 8 year old thinks she is twice as old as she is; and we have already started having the conversation about safety and privacy on digital devices.

What Cottage Owners May Want to Consider Sooner Rather than Later

The summer is coming to an end quicker than we would like.  And for many, that means closing down the cottage. For myself, and many of my clients, summers at the cottage are a break from the hustle and bustle of “city living”.  Having a place to retreat to in the warm months is just one of the many benefits of having a cottage in the family.

The vast majority of our clients understand that financial services do not come for free. This is why our business exists. Not all Canadians have the time nor the inclination to manage their financial affairs. Therefore, they delegate that responsibility to financial professionals like ourselves.