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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[Summer 2025 GPS] Canadian Dental Care Plan (CDCP)

Canada now has a federal program to make dental care more affordable for Canadians of all ages....

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[Summer 2025 GPS] CPP Survivor Benefits

Here we explain what happens to Canada Pension Plan (CPP) payments when a CPP contributor dies....

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[Summer 2025 GPS] Segregated Funds, Estate Planning Tool

We walk through the benefits of segregated funds in estate planning....

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[Summer 2025 GPS] Canada: Trying to Chart a Course

We continue to build on our case for Canadian solid economic performance in 2025 despite the trade tensions with the U.S....

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[Summer 2025 GPS] US Economy: Sending Mixed Signals

A quick review of the persisting unpredictable conditions in the U.S. and what this means for your portfolio....

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Canadian Equity Alpha: Overcoming the Headwinds

The performance gap with the U.S. still weighs on Canada’s growth. Learn why the Canadian economy continues to lag, where opportunities lie, and the impact on investors....

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Who will execute your estate plan?

Get guidelines on how to choose the right executor (liquidator in Quebec) for your estate....

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Finding the Few Winners: Munro’s Strategy for Long-Term Growth

In a market flooded with speculation, real growth is rare. Discover how global equity experts uncover lasting opportunities in a volatile global market....

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The importance of including your pets in your estate and incapacity planning

Estate plans should cover pets too. Learn how to protect your pet’s future if you become unable to care for them....

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