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
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.
Middle East Tensions: What Investors Should Know
Recent developments in the Middle East have introduced renewed geopolitical uncertainty into global markets.
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.
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 year-end financial checklist can help you optimize tax credits, deductions, and benefits before the deadline.
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