Blogs
Accelerating Market Moves: A Permanent Shift?
One of the peculiar, yet defining, characteristics of equity markets is their ability to consistently confound short-term forecasts. We often see upward market movements, even when the overall environment has
Navigating a Changing World
Volatility returned to start the year, not only to financial markets but also to shifting U.S. policy stances driving new geopolitical uncertainty amid widening global conflict. Even before recent events,
How Has Purchasing Power Changed? Reflecting on 30 Years of Inflation
Canada has recently earned the title of “food inflation capital” of the G7, after food prices rose 6.2 percent in 2025 alone. In response, Prime Minister Carney recently introduced the
Tax Season Reminders: Planning for Instalment Payments
Most individuals pay a significant amount of their income tax through source deductions, which are amounts withheld from their income. Employers deduct and remit income tax on a taxpayer’s behalf
Financial Resolutions: Safeguard Your Estate Planning Documents
As a new year begins, many focus on financial resolutions like saving more or reducing debt. This year, why not consider making estate planning a priority, starting by safeguarding your
You Asked: Questions About Lesser-Known RRSP Opportunities
Overall Registered Retirement Savings Plan (RRSP) participation has fallen since the start of the millennium, from 29.1 percent of taxpayers to 21.7 percent in 2022. The good news? Higher-income earners
HNW Investors: Be Aware of the Realities of Elder Abuse
A recent Wall Street Journal article profiled 27-year-old Jeopardy! contestant Brendan Liaw, who proudly called himself “The Stay-at-Home Son”—a term aptly added to the Urban Dictionary in 2007. The article
The Many Benefits of Portfolio Rebalancing
Rebalancing a portfolio involves adjusting the allocation of assets to bring it back in line with your investment strategy, ensuring it remains consistent with your risk and return profile. Why
Thinking Ahead: Planning a Tax-Efficient Withdrawal Strategy
“A dollar’s value depends on the tax trail it travels.” With our tax liabilities rising significantly over the decades (chart), tax planning continues to be an important part of wealth
