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Fall Client Presentation, EH!

Fall Client Presentation, EH!

By Jordan Goddard on September 24th, 2025

Canada has been facing many headwinds.  A volatile tariff regime and strained relations with the United States, changing immigration policies, a housing shortage, a slowing economy and rising unemployment, to name a few.  What does all this mean...

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With $4.4-million, how should Omar and Tanya withdraw funds in retirement to pay less tax?

With $4.4-million, how should Omar and Tanya withdraw funds in retirement to pay less tax?

By Jordan Goddard on July 29th, 2025

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U.S. withholding taxes demand careful ETF recommendations

U.S. withholding taxes demand careful ETF recommendations

By Jordan Goddard on July 15th, 2025

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With $2.4-million and a portfolio of bank stocks, what should Jeremy, 71, do for an easy retirement?

With $2.4-million and a portfolio of bank stocks, what should Jeremy, 71, do for an easy retirement?

By Jordan Goddard on June 23rd, 2025

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Liberals are pushing ahead with a tax cut on some new homes. Here’s everything you need to know

Liberals are pushing ahead with a tax cut on some new homes. Here’s everything you need to know

By Jordan Goddard on June 3rd, 2025

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This retired engineer’s emergency fund blossomed inside his TFSA thanks to a dividend ETF

This retired engineer’s emergency fund blossomed inside his TFSA thanks to a dividend ETF

By Jordan Goddard on May 21st, 2025

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With many ‘little cash pots,’ how should Arden, 65, and Trent, 59, set up for retirement in a few years?

With many ‘little cash pots,’ how should Arden, 65, and Trent, 59, set up for retirement in a few years?

By Jordan Goddard on May 7th, 2025

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Can Larry, 53, afford to retire from his government job next year?

Can Larry, 53, afford to retire from his government job next year?

By Jordan Goddard on February 4th, 2025

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How should Kathy, 60, diversify her portfolio after recently retiring?

How should Kathy, 60, diversify her portfolio after recently retiring?

By Jordan Goddard on January 8th, 2025

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Nearly a million Canadians have an FHSA. Here’s how you can get the most out of yours for that first down payment

Nearly a million Canadians have an FHSA. Here’s how you can get the most out of yours for that first down payment

By Jordan Goddard on January 2nd, 2025

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About The Wealth Steward Blog

The Wealth Steward Blog is HighView’s forum for facilitating dialogue in the management of wealth.

Here, you will find discussion of the latest topics and issues in the wealth management, asset management, and investment industries. Our in-house experts, along with regular guest contributors, provide their insight into financial subjects relevant to affluent Canadian families and the Foundations they support.

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