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Q1- 2026 In Review

Check out our Q1 review!...

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Market News: Week Ending April 3, 2026

Read our weekly market news update for the week ending April 3, 2026!...

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Analysis of the 2026 Ontario Provincial Budget

Read more about the 2026 Ontario Provincial Budget here!...

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Market News: Week Ending March 20, 2026

Read our weekly market news update for the week ending March 20, 2026!...

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Market News: Week Ending March 13, 2026

Read our weekly market news update for the week ending March 13, 2026!...

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February 2026 Market Highlights

Please see the attached February review for your reference....

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When is your financial independence day?

Determining the day you’ll retire is likely one of the most important decisions you’ll ever make. Fortunately, you just need to do the dreaming—we’ll do the math....

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Will AI take over wealth planning?

Human resources experts are already speculating on which jobs artificial intelligence (AI) might eventually replace. Will financial advisors be on the list?...

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Adopting a time-horizon mindset

It’s only human nature to follow the markets and monitor our investments. But focusing on when we need the money helps us psychologically and financially....

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