The Loonie Has Flown Too Far Too Fast: Mind Your Eye!

Published by Crowe Siouffi Wealth Management on Jul 25, 2017

  Global Strategy Note: Week of July 23, 2017 Currencies sometimes seem to defy analysis and take on a life of their own. Intrinsically they should be relatively simple constructs that remove the possibility... Continue reading

Do You Have a Plan?

Published by Crowe Siouffi Wealth Management on Jun 16, 2017

    Do you know how much you need to save for retirement? Is your investment strategy aligned to your goals? Are you effectively minimizing tax? Do you know what kind of financial legacy you will leave... Continue reading

Gifting a Home to a Child

Published by Crowe Siouffi Wealth Management on Jun 16, 2017

As housing prices in many major metropolitan areas continue to rise, home ownership is becoming increasingly difficult for the younger generation. As such, some parents and grandparents may consider helping... Continue reading

Happy Holidays, from us here at CS Wealth Advisory

Published by Crowe Siouffi Wealth Management on Dec 21, 2016

  Good morning and happy holidays to our wonderful clients, friends, colleagues and family. To wrap-up a successful 2016, and in the spirit of the holidays, we’d like to share our top 10 personal and ... Continue reading

2016 Tax Deadlines & Making the Most of Your Charitable Gifts

Published by Crowe Siouffi Wealth Management on Nov 18, 2016

  As we approach year-end, now is a good time to be thinking about potential tax strategies and charitable donations. Below are some important deadlines and charitable gifting considerations, the latter... Continue reading

Retirement Planning & Age Milestones: Are You Leaving Money on the Table?

Published by Crowe Siouffi Wealth Management on Oct 19, 2016

  As we get older, certain milestones are important when preparing for retirement. If you are nearing the following age milestones, take note of these considerations as you look to maximize your retirement... Continue reading

The Family Cottage or Cabin: No Vacation from Taxes

Published by Crowe Siouffi Wealth Management on Sep 15, 2016

  If you own a family cottage or cabin, have you considered a plan for its succession? Although the serenity of the family cottage or cabin may provide a wonderful getaway for many, it is difficult to... Continue reading

Consider Reviewing Your Life Insurance Today Before Changes Take Place

Published by Crowe Siouffi Wealth Management on Aug 16, 2016

  As we are well into the second half of 2016, now may be a great time to consider reviewing your life insurance requirements before changes take place starting at the beginning of next year.   Life insurance... Continue reading

Can I trust a robot with my money?

Published by Crowe Siouffi Wealth Management on Mar 28, 2016

Can I trust a robot with my money? I recently wrote an article exploring mutual fund fees in Canada, as compared to the rest of the world. There’s no denying that we have some work to do when it comes... Continue reading

China's Market Turmoil = Rise in Canadian Real Estate Prices?

Published by Crowe Siouffi Wealth Management on Jan 20, 2016

China's Market Turmoil = Rise in Canadian Real Estate Prices? My wife and I live in downtown Vancouver, BC, one of the hottest real estate markets across the country. We just received our property assessment... Continue reading

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