For high-net-worth and ultra-high-net-worth families, leaving a lasting legacy through philanthropy is very often a central priority that spans multiple generations. Many of my own clients – and their millennial…
Over the last number of years, my interactions with clients have shown a clear and undeniable trend: today’s investor is moving away from the conventional separation of wealth creation and…
Business Owners & Self-Employed, As one of my business-owner clients, you have been very much on my mind as the COVID-19 crisis continues to disrupt our economy in far-reaching and…
By now, you have likely heard in the media or through conversations with friends and family of the recent market volatility experienced the week of February 24th -28th. What a…
Today is the final trading day of notional ‘summer’. Notional you ask? Summer technically began on Friday June 21st and ends on Monday September 23rd. For many, summer begins the…
We’ve had an increase in dinner party conversations about the robo-advisor community. Many investors wonder how I feel about Artificial Intelligence (AI) and the increase in Robo-Advice. Frankly, I think…
If there is one thing independent investment advisor John Tabet learned during his 25 years of experience in the financial services and wealth management industry, it is to never underestimate…
I have a love/hate relationship with my birthday. When my mom went into labour, the doctor asked my dad if he wanted a New Year’s baby or a tax break.…
As the old year winds down and a new year begins, we take this opportunity to reflect on the investing year behind and the investing year ahead. The Viewstone Investment…
Twenty years ago, an economist gave a speech. This is nothing earth shattering, as economists give a lot of speeches. What is remarkable though is that within that speech, two…