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August 2024 Monthly Market Update

Below, you will find our monthly market update and relative information that pertains to the current state of the economy. Market Update All market indices have closed higher than the beginning of the month. The S&P 500 finished at 5,648.40 pts (+2.28%) The DOW finished at 41,563.08 pts (+1.76%) The NASDAQ finished at 17,713.62 pts (+0.65%) The […]

July 2024 Market Update

Below, you will find our monthly market update and relative information that pertains to the current state of the economy.  As always if you require more clarity or information, do not hesitate to reach out! Market Update All market indices except the NASDAQ have closed higher than the beginning of the month. The S&P 500 […]

Universal Basic Income: Part Six

Financial Series: Universal Basic Income Part 6 of 6 By Brandon Currie This article was published by Reveal Magazines This is part 6 of a 6-part series on Universal Basic Income (UBI) allowing the reader to come to their own conclusion based on the facts provided. Well what a journey this has been. I hope

Universal Basic Income: Part Five

Financial Series: Universal Basic Income Part 5 of 6 By Brandon Currie This article was published by Reveal Magazines This is part 5 of a 6 part series on Universal Basic Income (UBI). My goal is to help you understand the facts involved in this concept so that going forward you will have a firm

Universal Basic Income: Part Four

Financial Series: Universal Basic Income Part 4 of 6 By Brandon Currie This article was published in Reveal Business Magazine, Vol 2 | Issue 3 This is a 6 part series on the concept of a Universal Basic Income (UBI), to provide people with the fundamental knowledge necessary to reach their own informed, knowledgeable opinions

Universal Basic Income: Part Three

Financial Series: Universal Basic Income Part 3 of 6 By Brandon Currie This article was published in Reveal Business Magazine, Vol 2 | Issue 2 This is the third in a six-part series aimed at helping you achieve a clear understanding of Universal Basic Income and all it entails. Hopefully by the end you’ll possess

Universal Basic Income: Part Two

Financial Series: Universal Basic Income Part 2 of 6 By Brandon Currie This article was published in Reveal Business Magazine, Vol 2 | Issue 1 This is the 2nd of a 6-part series on the Universal Basic Income. In the first article we discussed the origins of social programs, how these programs are represented here

Universal Basic Income: Part One

Financial Series: Universal Basic Income Part 1 of 6 By Brandon Currie This article was published in Reveal Business Magazine, Vol 1 | Issue 4 Let’s begin this series with an interesting history of social programs across the world and the landscape of financial social programs in Canada, including the UBI. Documented social programs have

Beneficiary Designations at Risk

A recent Ontario court decision could upend estate planning. This article will briefly review the common law principles governing the gratuitous transfers of property, the Supreme Court of Canada (“SCC”) decision in Pecore v. Pecore, 2 and how this decision has been applied in Calmusky and other recent court decisions to override transfers pursuant to beneficiary designations. This article will also discuss steps that can be taken to ensure that a beneficiary designation in favour of adult children (and other adult beneficiaries) will be respected by the Courts.