Maximizing Your Estate’s Benefits While Easing The Burden On Your Loved Ones
Your savings, possessions and property form your estate. Estate planning allows you to decide in advance who receives what, and to establish a financial plan to minimize taxes upon your death.
Understanding Private Markets: Valuations, Volatility & Portfolio Resilience
Private markets are often misunderstood—especially when it comes to how they are valued and how they behave during periods of market stress.
Moving Beyond the 60/40 Portfolio
The traditional 60/40 portfolio—60% equities and 40% fixed income—served as the foundation of balanced investing for decades. Today, that foundation is being tested.
6 things to do with your tax refund
Are you one of the millions of Canadians set to receive a tax refund this year? If so, you may be wondering how best to use that money.
Financial planning for young adults: building smart money habits early
A guide for parents supporting the next generation
Middle East Tensions: What Investors Should Know
Recent developments in the Middle East have introduced renewed geopolitical uncertainty into global markets.
Should I Do My Own Taxes or Hire a Tax Professional?
Online tax software is budget-friendly and time-efficient, but depending on the complexity of your situation, hiring a tax professional may be preferable.
New year, new limits, new goals: What 2026 means for your financial plan
As we welcome a new year, it’s the perfect time to revisit your financial goals, take advantage of updated contribution limits, and ensure your long‑term strategy still aligns with life’s evolving priorities.
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