by Securityfinancial | Nov 27, 2015 | Leo's Blog
What is on the horizon for advisors and investors? POTENTIAL POLICY PRIORITIES OF THE NEW LIBERAL GOVERNMENT On October 19, 2015, the Liberal Party of Canada won 184 seats – enough to form a majority government. The Prime Minister-designate will name a cabinet on...
by Securityfinancial | Nov 16, 2015 | Leo's Blog
As a provider of group benefit plans to my corporate clients, health and well-being has become an increasingly important topic of discussion. As a result, I decided to not only send the information below to my corporate clients, but to my personal wealth management...
by Securityfinancial | Oct 16, 2015 | Leo's Blog
I read an article from Reuters which I found to be of interest and as a result am sharing it with you today. With interest rates at record lows, a Canadian housing market that has not seen a correction in sixteen years, a soft employment market, and a weakened energy...
by Securityfinancial | Oct 16, 2015 | Leo's Blog
Valuing an estate for probate used to be relatively simple in Ontario: executors entered the total value of the estate on the application for probate, signed an accompanying affidavit stating the valuation was correct, and that was it. Not anymore! As of January 1st,...
by Securityfinancial | Jan 13, 2015 | Leo's Blog
Happy New Year. I trust the holiday break treated you well. One of my goals for the new year is to communicate my thoughts and ideas on all financial matters ranging from investment themes to estate planning ideas to tax-saving opportunities. More importantly,...
