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. It offered a simple a…
6 things to do with your tax refund
Receiving a refund means you’ve paid more tax than required throughout the year. If you do find yourself with a refund, here are six ideas to consi…
Sequence of Investment Returns and inflation
By: Robert Rothenberg, CFA, CIWM, FCSI
When new prospects come to see us, they typically ask about our rate of return assumptions when projec…
Financial planning for young adults: building smart money habits early
As parents, many of the most important financial conversations don’t stop with your own plan. Whether your children are launching their careers, pa…
Middle East Tensions: What Investors Should Know
Recent developments in the Middle East have introduced renewed geopolitical uncertainty into global markets. As expected, the initial reaction incl…
Should I Do My Own Taxes or Hire a Tax Professional?
Tax season is here, yet again. If you’re a tax filing veteran, you’re likely comfortable filing your tax return yourself, without any help. There’s…
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 lo…
Your Year-End Financial Checklist: Maximize Credits, Deductions, and Benefits
As the year draws to a close, it’s the perfect time to review your finances and ensure you’re taking advantage of every opportunity to save. A yea…
Investment income compared: dividends, interest and capital gains
When building a portfolio that generates income, Canadian investors often weigh the benefits of dividend-paying investments, interest-bearing asse…
