AI & Financial Planning
Artificial intelligence is changing how financial planning works – and at Access, we want you to understand exactly how.
Understanding Performance Returns
When you open your investment statement, you may notice two performance numbers that look surprisingly different – even though they describe the same account over the same period. That’s not a mistake…
Your Home May Not Be Your Best Investment
It’s one of the most deeply held beliefs in Canada: that owning a home is the smartest investment you can make. But what if the math doesn’t actually back that up?
What’s In Your Junk Drawer
Most people have the financial equivalent of a junk drawer. They have TFSAs, RRSPs, GICs, RESPs, pensions, CPP, houses, mortgages, insurance policies, stocks, and more.
Give more, pay less: the case for donating your winners directly to charity
Selling an appreciated investment before donating the proceeds can quietly cost you – and the charity – thousands. There’s a better way.
Reducing Estate Tax for a Business Owner – and Keeping the Cottage in the Family
When Brian and Joyce came to Access, they were two to five years from retirement and a business exit, with a $7.9M net worth and a Muskoka cottage they wanted their children and grandchildren to enjoy for generations.
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