Wilson Financial Team

Retirement planning is a specialty of ours—the complexities of investing, tax, income, pensions, net growth, and drawdown. But effective retirement planning starts by setting all that aside. If you were to put the financial dimension […]

Fall is here and our latest newsletter is now available. Click the link below to view. Happy Thanksgiving! Fall 2026 Newsletter

It’s likely been some time since we first built your investment portfolio, so for those of you who are curious about how that construction process works, I’ve included a brief summary below. The Plan Comes […]

Our last article outlined some of the key differences between managed portfolios and online or discount investment services, particularly with respect to fees and performance. And while investment performance is extremely important, today I want […]

In our recent articles, we’ve shared some context on Total Cost Reporting with respect to what investors are paying and what they get for it. As the cost of investing comes into focus for Canadian […]

In our last post, we introduced CRM3 and the concept of Total Cost Reporting, which you’ll start seeing on next year’s annual report. Today, we’ll look at one of the biggest changes in this regulatory […]

I hope you’re enjoying your summer. You may notice I’m reaching out to you in a slightly different format today. That’s because we’ve set up a new communication platform for the Wilson Financial Team, and […]