News & Resources to keep you well-informed
We have assembled a valuable and varied array of information here to help you become more informed and confident as an investor. Content is updated often, so revisit regularly. As always, if there is anything else you ever need, feel free to let us know.
Calculators
7/15/2020
Markets & Investing
Mega-cap A.I. trades are back as equity investors looks for safety and liquidity
10/8/2026
Review the latest Insights and Strategies.
Markets & Investing
What Every Woman Should Know About Cognitive Decline and Financial Planning
10/8/2026
As Canada's population ages, neurodegenerative conditions like dementia are becoming an increasingly important issue for women.
Life Events, Lifestyle & Technology
A presentation on Canada-U.S. cross-border tax planning considerations
9/29/2026
Watch our latest Client Insights webinar.
Tax Planning
Passing Down the Family Cottage
9/21/2026
A tax & financial planning perspective.
Tax Planning
Back To School: Smart Ways to Maximize Your Child's RESP
9/8/2026
As students head back to class, many families are thinking ahead to the cost of post-secondary education.
Life Events, Lifestyle & Technology
Markets remain positive despite the escalating noise
9/8/2026
Review the latest Insights and Strategies.
Markets & Investing
September is Life Insurance Awareness Month
8/31/2026
While often only seen as a safety net, life insurance can also be a powerful financial planning tool.
Life Events, Lifestyle & Technology
Important Questions for Your Insurance Coverage Review
8/25/2026
Keep your coverage current at every stage.
Life Events, Lifestyle & Technology
Focus turns from rewarding AI build-outs to its use, discipline, and monetization
8/10/2026
Review the latest Insights and Strategies.
Markets & Investing
Tax Planning Considerations for American “Summerbirds” in Canada
8/5/2026
For many Americans, spending the summer in Canada has become more than a seasonal escape—it's a lifestyle.
Tax Planning
