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.

Collecting Compounders
Feb 10, 2026

Market volatility rose in the fourth quarter of 2025, driven mainly by global trade tensions and concerns over a potential AI bubble. Volatility has continued into the new year but the...

Beyond the Plan
Feb 02, 2026

In a K-shaped economy, some Canadians surge ahead while others struggle. Discover how RRSPs, tax planning, and employer matching can help you stay on the winning...

Insights
Jan 17, 2026

Dear Valued Clients, New Year’s resolutions are a common practice for many of us. Whether driven by psychological, cultural, or personal reasons, they are often tied to the symbolic fresh start...

The Big Picture
Jan 06, 2026

Tune in to BNN Bloomberg for insights on the 2026 Market Outlook, including strategic positioning and market...

Collecting Compounders
Dec 18, 2025

The market never fails to remind us that the path to building wealth is rarely smooth. It rewards the patient and disciplined investor who stays invested through the ups and downs....

The Big Picture
Dec 18, 2025

Gain insights into the Market Outlook for 2026 and discover how to navigate the complexities of financial markets...