Recent Posts

AI to drive new economic paradigm and new era of investing

Nov 21, 2024 - Alfred Lam

Experienced money managers have seen many investment trends evolve, but nothing compares to AI. Explore the great shift this mega-trend is creating in modern investing....

Read more

I’ll be gone anyway, so why plan my funeral?

Nov 05, 2024 - Valerie Markidis

Thinking about your own death may be uncomfortable, but here’s why prearranging your funeral and sharing your wishes with loved ones is a good idea....

Read more

Diversification working on a comeback

Oct 28, 2024 - Stephen Lingard

The 60/40 portfolio took a hit over the past few years, but diversification isn’t down for the count. As monetary policy continues to shift, look out for a comeback!...

Read more

Can your risk tolerance change?

Tolerance to investment risk doesn’t tend to change much until retirement. Learn about three factors that can break this general rule....

Read more

Buy low, sell high—the challenges and opportunities

It’s said that successfully buying low and selling high only favours the fortunate—but did you know you’re likely benefiting from this investment ideal right now?...

Read more

Managing financial life in a second marriage

One in four Canadian couples are in their second or subsequent marriage. See what changes in your financial life the second time around....

Read more

Beware of fraud targeting seniors

Do you have any seniors in your life who may be susceptible to fraud schemes? Find out about common scams so you can watch out for their safety....

Read more

Control the inheritance you leave to your heirs

Think trusts are only for the rich and famous? You’ll see a variety of uses that show why trusts can meet the estate planning needs of just about anyone....

Read more

Why the money talk matters

It’s often difficult talking to family members about money issues when the situation involves them. Find out the one compelling reason why it’s well worth having the talk....

Read more