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.
Your Estate, Your Legacy: The Role of a Professional Executor and Attorney
10/23/2026
Watch our latest Client Insights webinar.
Tax Planning
A presentation on Canada-U.S. cross-border tax planning considerations
9/29/2026
Watch our latest Client Insights webinar.
Tax Planning
Brain Health, Family Decisions, and Your Financial Plan
6/26/2026
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
Give to Gain: Redefining Resilience
3/6/2026
Hear from our panel of remarkable women, including leaders from our corporate partners, on how mentorship, advocacy, and collaboration have shaped their careers.
Life Events, Lifestyle & Technology
Building Generational Wealth with Trusts - Strategies that lasts
2/20/2026
A Presentation from our Estate & Trust Solutions specialists.
Watch our latest Client Insights webinar.
Retirement & Estate Planning
Ten Themes for 2026
1/8/2026
Watch our latest Client Insights webinar. A presentation from our Chief Investment Officer, Larry Adam.
Markets & Investing
A Conversation With Olympian & Canada’s Women’s Rugby Team Player Olivia Apps
6/12/2025
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
Raymond James Market Insights
3/7/2025
Fast Takes on Market Trends
Markets & Investing
