When to choose a Professional Executor

November 14, 2017

Over the next few decades North America will see the greatest transfer of wealth it has ever experienced. Governments are requiring involved reporting of assets and placing the liability of the estate asset documentation and transfer onto the executor.


Global Growth Accelerates

The International Monetary Fund (IMF), after years of making then later in the year decreasing their economic growth forecasts recently raised its forecast for growth to 3.6% this year and 3.7% next year. This is a significant increase to the 3.2% global growth we experienced in 2016.

We’ve been reporting this year that along with the increased pace of global growth, all of the major economies are growing in sync (although at different rates) for the first time since the Great Recession of 2008-2009.

This is of course good news, but in addition, this accelerated growth is happening very late in this current market recovery – exactly when the naysayers are suggesting it’s high time for growth to be slowing. Also interesting is this increased growth rate is happening without (as of yet) increased inflation or significant increases in interest rates.

New Faces in our office

October 17, 2017

As our business grows and as Nancy’s retirement looms, we have been adding to our support staff and you may be getting emails from a couple new people.

Kam Yuen comes to us from another financial planning firm with over 15 years experience in the industry and having completed his compliance licensing. Don’t allow his quiet demeanor throw you, he knows his stuff and has learned our systems quickly. He makes sure we complete our documentation correctly.

Sarah McCallum is coming back to financial services having spent a few years with Sun Life and then in administration with non-profit company. We are giving her time and a lot of training to get her up to speed. You will most likely be hearing her voice when you call reception.

Nickie Anderson has moved to part time and is in two days a week. Nancy Penk, my beloved assistant since 1997 is now on half days and will be until April – maybe May?? She needs to get used to not doing anything all day – personally, I don’t think she can.

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