Tag: Financial Planning

Every Storm Runs Out of Rain

Posted on by Nadeem Kassam, CFA®, MBA | Chief Investment Strategist, Chief Operating Officer and Portfolio Manager

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…

RRSPs in a K-Shaped Economy

Posted on by Tracy Andrade, CFP®, CIM® Wealth Advisor and Certified Financial Planner

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…

Smart Capital Gains Planning

Posted on by Tracy Andrade, CFP®, CIM® Wealth Advisor and Certified Financial Planner

As year-end nears, optimize your capital gains tax planning with these proven strategies: harvest losses, time gains wisely, and donate appreciated securities to charity. Keep more of your investment…