index

LIFESTYLE

Competing Priorities Impact Retirement Preparedness

Manmeet Bhatia, our Head of Private Wealth, discusses some findings of Franklin Templeton Canada’s 2020 Retirement Income Strategies and Expectations survey.

07.17.2020 - Manmeet Bhatia, Head of Private Wealth

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Lifestyle

LIFESTYLE

Sizing Up Your Next Move

01.30.2020 David Cieslowski, Vice President, Private Wealth Counselor

Amid all the questions surrounding a move to a hot climate, discover the one that has significant implications on many fronts.
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LIFESTYLE

Your Pick Of The Airwaves

10.25.2019 Kevin McLachlan, Vice President, Portfolio Manager

Startups are shaking up the traditionally low-key world of podcasting. With over 750,000 from which to choose, see why more people are tuning in.
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LIFESTYLE

Investing in Summer

07.24.2019 Duane W. Green, President, Chief Executive Officer

Wishing you the time this season to pause, reflect, plan and celebrate. See how we’re doing all four in this edition of Perspective.
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LIFESTYLE

The Shorter the Better?

07.23.2019 Fiduciary Trust Canada

Pop songs are shrinking, literally. Discover the path from 78 rpm records to the streaming life of songs today.
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LIFESTYLE

Give Me Just A Little More Time

04.25.2019

In the hyper speed of this digital world, there’s virtually “nothing” buffering our desires to buy, tweet or text. Some say we need more friction.
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LIFESTYLE

Sneakers Never Looked So Good

04.25.2019

Step into the world of Sneakerheads and discover how seemingly ordinary footwear has become an extraordinary trend of wearable art, prized collections and big business.
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LIFESTYLE

Seeing Around the Corner

04.25.2019 Duane W. Green, President, Chief Executive Officer

While it’s impossible to always know what’s coming next, our goal is to provide you with information that supports your foresight and foundation for decision-making.
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LIFESTYLE

Seeing the World Through New Eyes

01.29.2019

Imagine scaling Mount Everest without the usual risk, cost, or training. Virtual reality capabilities are creating such opportunities. Discover the ripple effects.
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LIFESTYLE

Little Brands in Big Stores

01.29.2019

Move over Airbnb and WeWork, it’s retail’s turn to join the space-sharing trend. We look at new store concepts and what it means for small brands and shoppers alike.
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LIFESTYLE

Real Life Isn’t Always Tidy

01.29.2019 Duane W. Green, President, Chief Executive Officer

This Perspective reflects the expertise and capabilities you have in your corner when life doesn’t go in a straight line.
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LIFESTYLE

The Life and Times of Urban Trees

09.30.2018

It’s easy to take city trees for granted, but they’re far more than simply pretty scenery. Find out how the urban forest directly affects our quality of life.
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LIFESTYLE

Building the Future Brick by Brick

09.30.2018

We look at the fascinating story behind those little bricks and the company that everyone knows, LEGO. Discover how innovation and tradition combine.
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LIFESTYLE

A Closer Look at Inflation

09.30.2018 Kevin McLachlan, Vice President, Portfolio Manager

For a lot of people there is a gap between the reportedly low CPI inflation rate and the higher prices experienced daily. Learn more about inflation at work.
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LIFESTYLE

Preparing for the Path Ahead

09.30.2018 Duane W. Green, President, Chief Executive Officer

Fall is a good time to raise changes - regarding your situation, tax considerations, gifting decisions or plans for 2019 - with your advisor. See how life’s changing paths are reflected in this edition of Perspective.
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LIFESTYLE

Blockchain Links Grow

06.30.2018 Fiduciary Trust Canada

Recordkeeping processes are centre-stage as Blockchain disrupts various industries and is credited with supporting positive social change. Find out how.
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LIFESTYLE

Highlighting Excellence

06.30.2018 Vincent Tonietto - Vice President, Portfolio Manager

Vincent Tonietto, Vice President and Portfolio Manager, was recently recognized as a Leading Portfolio Manager 2018 by Wealth Professional Canada.
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LIFESTYLE

Before You Know It

06.30.2018 Duane W. Green, President, Chief Executive Officer

Transitions play a significant role in your life and ours. This edition of Perspective highlights shifts happening a world away and close to home.
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LIFESTYLE

ESG Investing Integral to Who We Are

04.30.2018

Environmental, social and governance - those are the words behind the acronym and an approach to investing ...
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LIFESTYLE

Wheels Spinning Worldwide Counsellor

04.30.2018 Fiduciary Trust Canada

Amsterdam, 1965, and urban activists launch the first urban bike-sharing project. It flopped. Today bike-sharing is a booming global business. Find out why.
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LIFESTYLE

Quiet, Quality Work Drives Results

04.30.2018 Duane W. Green, President, Chief Executive Officer

Behind-the-scenes high-quality research and analysis help us provide the solutions and performance you expect of us.
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LIFESTYLE

Know the Right Pace for Retirement Spending

04.30.2018 Vincent Tonietto - Vice President, Portfolio Manager

How do you avoid running out of money in retirement? It’s a persistent, worrying question. We help ease fears with knowledge and practical options.
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LIFESTYLE

Federal Budget 2018

03.05.2018 David Cieslowski, Vice President, Private Wealth Counselor

Feb 27th 2018, Mr. Trudeau's Liberal government tabled its third budget.
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LIFESTYLE

Why a Trust?

01.30.2018 David Cieslowski, Vice President, Private Wealth Counselor

Whether overlooked or newly minted, problems can spark talk about establishing a trust. See how a trust can help now, and with future-focused estate planning.
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LIFESTYLE

Investing in this New Year

01.30.2018 Duane W. Green, President, Chief Executive Officer

Building on the momentum of 2017, this New Year marks the next step on a long-term path with our clients and for our firm. Discover our Perspective on what lies ahead.
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LIFESTYLE

Deciding What’s Private, What’s Not

01.30.2018 Kevin McLachlan, Vice President, Portfolio Manager

High-profile cyber-thefts are raising questions about online privacy and security. We look at how people and businesses are re-evaluating sharing and storing sensitive data.
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LIFESTYLE

No Screen in Between

10.01.2017 Fiduciary Trust Canada

In a 24/7 digitally connected world, face time takes on a whole new meaning. Discover why “online” retailers are opening bricks and mortar stores.
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LIFESTYLE

On the Move

07.01.2017

Our Calgary office has a new downtown address, with several nearby parking options. Get all the particulars.
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LIFESTYLE

Who Wants What?

07.01.2017 David Cieslowski, Vice President, Private Wealth Counselor

Deciding the future of family treasures sometimes raise tensions across generations. See some realities, themes and steps that can help encourage a meeting of the minds.
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LIFESTYLE

In the News

04.14.2017 Fiduciary Trust Canada

Montreal-based, Vincent Tonietto, joins Fiduciary Trust Canada as Vice President and Portfolio Manager (pending regulatory approval). David Cieslowski, Private Wealth Counsellor, receives a University of Toronto Arbor award recognizing his work with Rotman Commerce students.
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LIFESTYLE

Building a Better Platform

04.14.2017 FTC Investor Services Inc.

In today’s business world, the race to create better digital platforms and generate value for all involved is heating up. We take a closer look at how this trend is unfolding.
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LIFESTYLE

Opening Day!

04.14.2017 Megan Deborah Proud, Private Wealth Counsellor

Turning a lifelong passion into a new venture is exciting. We highlight how to prudently protect what you’ve already achieved while launching a thriving startup.
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LIFESTYLE

Powering the Future

04.01.2017 Kevin McLachlan, Vice President, Portfolio Manager

Batteries are indispensible in today’s world. They’re also expected to play a leading role in the “next big thing.” Get a glimpse of the developments underway.
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LIFESTYLE

The Art of Business and Passion

04.01.2017

Fine art is a passion and a global business. We look at the tectonic shifts underway in that world and what changing markets mean for buyers.
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LIFESTYLE

Tracking Time in the United States

04.01.2017 David Cieslowski, Vice President, Private Wealth Counselor

How the U.S. Internal Revenue Service and you track length of stay may not align. See why the 180-day rule of thumb may not protect you from potential tax.
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