Q1 2025: A fast and furious start to the year
The unanswered questions surrounding potential tariffs on Canada, Mexico, China, and Europe have indeed come fast and furious, leading to much uncertainty and volatility in the markets.
Last-Minute Tax Prep Tips
This blog shares tax filing tips for Canadians who may have left filing their taxes to the last minute.
Are Canadians making the most out of the Canadian Pension Program?
This blog will be about maximizing CPP income, including reaping the benefits of waiting until age 70 to claim payments.
Client Letter Q4 2024
The year 2024 was a remarkable period for equity investors, with exciting technological advancements, welcomed interest rate cuts, and resilient consumer spending. As we look back, several key trends and events stand out that shaped the global investment environment.
Traditional Fall Recipes to Warm Your Home
This blog will share four delicious fall recipes.
Discover the difference of segregated funds
Unique insurance-based investment offers helpful estate-planning features.
What is a Segregated Fund?
What is a segregated fund contract and how does it work?
What You Need to Know about a TFSA and How it Works
The Tax-Free Savings Account is a savings and investment account option for many Canadians. Learn more about TFSAs to see if you qualify and how to take advantage.