by sebrina jones | Aug 16, 2021
On this episode, Marcelo, Lawrence and Keith discuss how robo-advisors work, the opportunities that robo-advisors have created for Canadian investors, the advantages and risks of using a robo-advisor, and so much more!
by sebrina jones | Aug 2, 2021
With increasing global connectedness, the world today is smaller than it’s ever been. Countries are coming together to share information in a global trend towards greater transparency and with that, undeclared assets are much more likely to be discovered. So if you’ve found yourself in a situation with undeclared assets, what can you do to get on the right side of things?
by sebrina jones | Jul 19, 2021
We discuss key factors that play a role in the increased net worth of Canadians as well as the latest inflation numbers and how they impact your finances.
by sebrina jones | Jul 7, 2021
Steve Legler is a family legacy guide and advisor who helps families turn their dreams into a workable plan.