Insights and Guidance

Our blog features thought leadership on market and economic trends, investment themes, tax and estate planning strategies, portfolio insights, media features, and other perspectives to help investors stay informed.

Cross-Border
Jul 20, 2026

Moving Your RRSP from Canada to California? As a Canadian citizen moving to California, you likely wonder: How should I handle my RRSP when I move to California? Who will manage...

The Big Picture
May 29, 2026

On May 19, 2026, Nadeem Kassam, Chief Investment Strategist and Portfolio Manager, joined Roger Petersen on BNN Bloomberg’s The Street segment for a full hour as co host, where he discussed...

The Big Picture
Apr 24, 2026

Dear Valued Clients, I hope this message finds you well. Last Thursday, April 16, 2026, I had the pleasure of appearing on BNN Bloomberg’s The Street for the full hour as a cohost...

The Big Picture
Mar 31, 2026

Heading into 2026, the setup for investors was, by most measures, encouraging. Global real GDP was expected to grow by roughly 3.0%, corporate earnings were rising and broadening across sectors and...

Beyond the Plan
Mar 23, 2026

Tax season is here, and many people are asking the same thing: “How can I pay less tax?” The answer often comes down to understanding two powerful tax tools—deductions and credits....

The Big Picture
Feb 13, 2026

 It was a great opportunity to join the BNN Bloomberg Market Call team on Friday, February 13, 2026, sharing my latest views on North American equities. Amid ongoing market debates,...