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

Time for an RESP checkup?

Read more

What's after the storm?

Read more

Life decisions and the financial factor

Important life decisions can be tough. When they involve a financial factor, as many do, we can help ensure you’ve got the information you need to make the best choices....

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

Time for a Vacation Property Chat?

Read more

Concerned about inflation?

Inflation may leave us helpless when it comes to higher prices. However, there are two ways to get help when it comes to your investments....

Read more

Is cryptocurrency for investors or speculators?

Intended to be a virtual currency, it has now become a global investment phenomenon. Part money, part mystery – find out more about the fascinating world of cryptocurrency....

Read more

What can 10% do?

Read more

Prepare for the unexpected

The pandemic taught us that anything can happen at any time. We’ve got several solutions you can put in place in advance to manage unexpected situations that may arise....

Read more

Lesser-known ways to profit and save

Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....

Read more