Global Markets Commentary: Hot and Cold (but mostly hot)

July saw global equity markets heat up even further and extend their year-to-date gains. They were fuelled by more Goldilocks (not too hot, not too cold) data on the global economy, inflation, and some better news from China at last....

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6 Tips for Talking to Adult Children About Your Family’s Wealth

All parents, particularly those of affluent families, tend to avoid conversations with their adult kids because they fear confrontation, a loss of privacy or worry about their offspring becoming entitled and losing their motivation, says Forsythe....

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Canadian Snowbirds and U.S. Income Tax

If you plan to spend your winters in the U.S., you should be concerned with more than just ensuring your passport is up-to-date and that your bags are packed. Snowbirds – Canadian residents who spend part of each year in the United States......

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Equity and Fixed Income Strategy - July 2023

Sometimes in the world of investments, the best longer-term risk-reward vehicles are found on the road less travelled. Case in point, since the start of 2022, Canadian banks have been very much out of favour with investors....

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The Health and Wealth Connection

It makes sense then that good health can improve your work performance, which may lead to advancement opportunities and higher lifetime earnings....

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Keeping Score of Your Finances: 5 Tips for Young Athletes

Let’s be honest: you didn’t make it this far on luck alone. You’ve worked hard - very hard - often forfeiting time with family and friends for pre-dawn wake-up calls, late night practice sessions and seemingly endless training....

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