In the past, we would have had four or five in-person meetings, in order to build trust with new clients; but after COVID-19, it has become more of a challenge for people to connect with us “face-to-face”…
Read MoreFor most people, investing changes as retirement approaches. The number one concern is usually wealth protection. If markets suffer a severe downturn just before your planned retirement, you want to know your nest egg will remain intact and you’ll still retire on time…
Read MoreIt’s important to keep in mind that headlines are very biased. They’re made to grab your attention by highlighting only the most negative aspects of any situation; and COVID-19 was no different. As advisors, we need to understand what's really happening and keep our clients' money safe…
Read MoreDuring income-earning years, a Tax-Free Savings Account (TFSA) can be used to fund numerous expenses – a child’s education, family trips, a wedding, just about anything. Once you retire, you’ll discover that a TFSA is just as versatile, helping you to meet a variety of needs unique to retirement…
Read MoreAt Spire Advisors, we don’t let COVID-19 (or anything else for that matter), get in the way of how we care for our clients.
As we often say, to us, it’s the people behind the figures who matter most. In other words, while so many other financial institutions make it about “the transaction,” we focus on the “client relationship”…
Read MoreAssante also ranks first in trust among full-service investment firms. Read the full press release…
Read MoreSince March 2020 we have observed a full spectrum of good to bad, in the financial sector. As you can imagine, the forward-thinking support we have offered to the gamut of individuals who comprise our clientele has not been “cookie cutter” by any means – and the solutions are not “one size fits all…”
Read MoreTax season is now behind us, the garden centres are opening, and there are good reasons to be optimistic about the coming months…
Read MoreAt Spire Advisors, the deep personal connections we develop with our clients are extremely important for building trust – and these connections also help us gather the detailed information we need, in order to serve their best interests…
Read MoreJust over 12 months ago, provinces and territories responded to the COVID-19 pandemic by declaring states of emergency. Restrictions and lockdowns have affected Canadians in different ways, and one of the starkest differences involves saving...
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