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.

Portfolio Strategy

03/23/2023
Recent developments over the past couple of weeks have been surprising, but not entirely unexpected.
Markets & Investing

Men, the Home and Gender Equity

03/22/2023
March is Women’s History Month.
Life Events, Lifestyle & Technology

Whole loans, interest rates and the current market | John Toohig and Nadeem Kassam

03/20/2023
Listen to our podcast with John Toohig and Nadeem Kassam.
Markets & Investing

Canadian Diversified Financials | Stephen Boland, Equity Research Analyst

03/15/2023
Listen to our podcast with Stephen Boland.
Markets & Investing

Corporate sustainability/ESG | Eric Saarvala, Raymond James Canada Foundation

03/10/2023
Listen to our podcast with Eric Saarvala.
The Advantaged Investor

Insights and Strategies

03/01/2023
To investors’ surprise, the hawkish narrative has resumed, following stronger-than-expected economic releases on both sides of the border for employment, inflation, consumer spending, etc.
Markets & Investing

Your Pathway to Better Brain Health

02/23/2023
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology

Head Fixed Income trader | A discussion about fixed income, interest rates and opportunities

02/23/2023
Listen to our podcast with Harvey Libby.
Markets & Investing

A discussion about opportunities in the Canadian energy sector

02/17/2023
Listen to our podcast with Jeremy McCrea.
Markets & Investing

Markets so far in 2023 and where they may be heading

02/09/2023
Listen to our podcast with Nadeem Kassam.
Markets & Investing

2023 Outlook with our Chief Economist

02/03/2023
Listen to our podcast with Eugenio Aleman.
Markets & Investing

Which Pension Option is Best for Me?

Good news! As part of the many years devoted to your employer, you have accumulated a substantial defined benefit pension.
Retirement & Estate Planning