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.

Beyond the Plan
Mar 31, 2025

After two years of relative market stability, we enter 2025 amid renewed geopolitical and economic challenges that are weighing heavily on investor sentiment. Rising U.S.-Canada trade tensions,...

Beyond the Plan
Mar 31, 2025

The Canada Pension Plan (CPP) and Old Age Security (OAS) serve as the foundation of retirement income for Canadians. Think of them as your retirement paycheque—one that you can choose to...

Beyond the Plan
Mar 28, 2025

While many dream of a retirement filled with travel and hobbies, the reality often includes unexpected expenses and caregiving responsibilities. The rising cost of care can significantly impact your...

Collecting Compounders
Feb 04, 2025

I often get asked what makes for a good investment. The answer hasn’t changed much since I started my investment career close to ten years ago: find exceptional businesses and buy...

Collecting Compounders
Nov 28, 2024

Amazon’s third-quarter results for fiscal 2023 showed us again that the company has a long runway for sales and profit growth across its various segments in retail, advertising, and cloud. We...

Collecting Compounders
Nov 14, 2024

Microsoft delivered another solid quarter of double-digit revenue and EPS growth driven by increased demand and growth in long-term commitments to the cloud and artificial intelligence (AI)...