It is August and an email hits your inbox – 'New mail from Canada Revenue Agency…'. That's not good. It's been four months since you filed your income tax return and you have already received a Notice of Assessment. What could it be? Income tax review? Audit? Hope not! You log into CRA's My Account to see what the mail is about…

You pride yourself in your work, earn a good income, buy a home, maybe have some kids and help them through school, maybe buy a cottage, save for retirement, reach retirement... As we age, and have achieved nearly all we could imagine achieving, we discover a new goal that we rarely gave any thought to legacy... Legacy goes beyond charitable contributions or leaving money for your kids, grandkids and other beneficiaries. It reflects your contributions to society and your values and beliefs and is first established by living a virtuous life.

Equity Markets Wiggle Their Way Past Trade Wars and Hot Wars To End Q2 At A Record High...Now that we have a couple of trade deals in the books, there is a light at the end of the tunnel and some palpable hope that U.S. trade wars could end up being a net positive for global trade and global economic growth.

Steele Wealth Management’s Sam Ryder discusses alternative investments with Som Seif, founder and CEO of Purpose Investments, co-founder of Wealthsimple, and founder of Claymore Investments, which was ultimately sold to Blackrock iShares.

Below is a clip of Sam and Som discussing private asset markets and how Purpose is leading the push to make alternative investments more accessible to investors saving for retirement and other financial goals.