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.

Insights and Strategies
8/31/2023
As we move towards the end of the year, we continue to debate how this cycle will end, between the soft landing, mild recession, or deep recession scenarios.
Markets & Investing
ETFs and Mutual Funds – What are fund flows telling us?
8/22/2023
Listen to our podcast with Luke Kahnert.
Markets & Investing
Listen
Read
New Tax-Free First Home Savings Account
8/14/2023

What is the new tax-free First Home Savings Account (FHSA) and how may I benefit from it for the purchase of my first home?

Tax Planning
First Home Savings Account - Video
8/14/2023
A short video on First Home Savings Accounts.
Tax Planning
First Home Savings Account - Infographic
8/14/2023
Saving strategy for your first home.
Tax Planning
Read
10 common scams and how to avoid them
8/4/2023
Familiarize yourself with these common swindles.
Life Events, Lifestyle & Technology
Read
Navigating Generational Shifts in the Workplace
8/3/2023
The presence of five generations in a single workforce is shaking things up for business owners.
Business Ownership
Listen
Tips for the Solo Senior
8/1/2023
Listen to our podcast with Neela White.
Life Events, Lifestyle & Technology
Insights and Strategies
8/1/2023
As we continue to debate if Canada, the U.S., and/or the rest of the world, is in, going in, or able to avoid recession, we would like to examine a key driver of economic growth: consumer spending.
Markets & Investing
Read