Why financial planning is self-care

When you think of self-care, financial planning may not be the first thing that comes to mind. But it can be a vital part of your overall well-being. Like other self-care rituals, it’s easily neglected. ...

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Beyond the Portfolio Podcast: Assessing the Market Impact of the Middle East Crisis

They discuss the rapidly escalating conflict in the Middle East, its impact on the global economy, and what investors should be watching across macro conditions, energy markets, and portfolio positioning....

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Smart strategies for supporting a child with special needs

What happens when someone you love requires constant, lifelong support, long after you’re able to provide it?...

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Beyond the Portfolio: Federal Reserve Leadership

The panelists examine the Federal Reserve leadership transition, analyzing Kevin Warsh's nomination as Fed Chair, his monetary policy framework, and more....

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The smart investor’s guide to reducing taxes and growing wealth

A smart tax plan doesn’t just maximize your registered accounts, it structures your finances in a way that optimizes every dollar you earn on the road to retirement – and beyond....

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Retirement ready – from countdown to drawdown

You’ve likely spent decades saving and planning for retirement, but do you have a plan for how to tap into your hard-earned savings? Potentially not. Too many Canadians overlook this critical step in retirement planning: withdrawing savings......

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Capital Markets Assumptions and Themes – Outlook for 2026

To be a successful investor, it’s important to look beyond individual asset classes and consider how powerful, long-term economic shifts – like those we’re seeing in geopolitics, technology and capital markets – could reshape the investing landscape....

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Early wealth transfer is on the rise

Every generation experiences money-related challenges, but with soaring housing prices, mounting student debt and an unforgiving job market, many young Canadians are feeling the strain. The impacts of these financial headwinds could be spilling into...

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Top 5 wealth lessons learned in 2025

This past year will be remembered as a roller coaster ride. Between increasing tariffs, falling interest rates, fluctuating economic growth, and the familiar estate planning and tax-related issues that always arise, there was plenty to keep us on our...

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