Comprehensive guidance to support your needs

While our clients certainly encompass a wide range of ages and occupations, what really makes each different from the next is that no two have the same goals, needs or situation. Someone heading for retirement shortly is going to need a different plan from someone saving for their first house, or someone who is an executive looking to make the most of their company benefits. The point is, each is unique. That’s why we are so insistent on developing a personalized plan for every client we serve – including you. We won’t just grab something off the shelf, we’ll build it around you. It has to be right for your life.

BoC pauses rate cuts, to hold at 2.75%, proceeding cautiously due to "pervasive uncertainty"
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Markets & Investing
The week after liberation day takes markets on a roller coaster ride
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Markets & Investing
Fast Takes on Market Trends
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Markets & Investing
Liberation day tariff package hits hard around the world.
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Markets & Investing
Watch our latest Client Insights webinar.
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Tax Planning
On March 25, 2025, Quebec’s Finance Minister, Eric Girard, released the province’s 2025-2026 budget.
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Tax Planning
On March 19, 2025, Saskatchewan Minster of Finance, Jim Reiter, released the province’s budget for the 2025-2026 fiscal year.
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Tax Planning
The sale of a business opens multiple options in retirement.
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Retirement & Estate Planning
In this brief video, Jamie Coulter, CEO of Raymond James Ltd., discusses the implications of the US-Canada trade dispute.
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Life Events, Lifestyle & Technology
A well-crafted financial plan is the foundation for your total wealth management strategy. It's an essential first step to building wealth and creating order in your financial life as you live it.
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Life Events, Lifestyle & Technology
Fast Takes on Market Trends
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Markets & Investing
The tariff threat train continues to roll.
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Markets & Investing