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How Much Life Insurance Do You Need as a Business Owner?
As a wealth management advisor at CI Assante, I have helped many Montreal business owners protect what matters most to them: their business and their family. When I discuss insurance [...]
Understanding the New Capital Gains Tax Rules and How They Affect You
Effective June 25, 2024, significant changes to the capital gains tax rules came into effect in Canada. As a business owner, it's essential to understand these changes and how they [...]
Term versus Life Insurance: What Business Owners Need to Know
Let's face it: insurance is a boring topic to talk about. However, as an entrepreneur, being better informed about insurance is considered essential nowadays since insurance can greatly affect the [...]
The Importance of Seeking Financial Advice: Insights for Physicians
Novice or experienced, everyone can benefit from expert advice on wealth management and financial planning. Calling on professionals doesn't mean leaving the reins of your financial future blindly in the [...]
The Pitfall of Keeping Up With The Joneses: A Wealth Management Perspective for Physicians
For many physicians and health professionals, the path to financial stability and wealth growth is often overshadowed by societal pressures and material symbols of success. As a respected professional, [...]
Understanding Risk Tolerance: The Key to Sound Investing
For many investors, particularly those going it alone, there's a significant pitfall that can dramatically influence their investment outcomes: not understanding their risk tolerance. This is especially common among [...]
Why Trying to Time the Market is a Flawed Strategy for Physicians
In the world of personal finance and investing, there's a persistent debate about whether one can or should try to time the market. Many individuals, driven by a mix of [...]
Avoiding Financial Mistakes: Tips for Physicians in Relationships
One of the critical and often overlooked aspects of managing money is effective communication between partners. According to a survey by Certified Divorce Financial Analyst® professionals, a significant 22% [...]
Financial Planning Is More Than Investing
A common misconception prevalent among many, including physicians, is that financial planning solely revolves around investing. While investing forms a substantial component of financial planning, a comprehensive and successful [...]
Beyond Procrastination: Early Financial Planning for Physicians
“He who fails to plan is planning to fail” – Winston Churchill Winston Churchill's words hold significant weight, especially for physicians who juggle a demanding career with personal financial [...]
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