Insights
Firm and account updates from Pedro Ribeiro, CIM®, FCSI®, Founder, CEO and Portfolio Manager, covering key business developments and strategic initiatives.
The Big Picture
A concise look at global markets, economic trends, and key investment insights. Authored by Nadeem Kassam, CFA®, MBA®, Chief Investment Strategist, Chief Operating Officer and Portfolio Manager.
Beyond the Plan
Actionable financial planning insights on tax changes, regulations, wealth preservation, and estate strategies. Authored by Tracy Andrade, CFP®, CIM®, and Paul Thomas, CFP®, FMA®, CIM®, FCSI®.
Collecting Compounders
Investment spotlight featuring high-quality opportunities and long-term wealth-building strategies. Authored by Christopher De Sousa, CIM®, Portfolio Manager.