Recent Posts

The surprising variety of RESP-eligible programs

Jan 06, 2025 - Kemdi Ikejiani

Hundreds of institutions beyond universities and colleges offer programs eligible for Registered Education Savings Plan (RESP) funding. Check out some of the career choices, from paralegal to pilot....

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Wealth planning for empty nesters

Jan 06, 2025 - Kemdi Ikejiani

When you’re asked what it’s like to be an empty nester, finances may not be the first thing that comes to mind—but wealth planning can change once children leave home. Find out how....

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Saving tax all year

Dec 30, 2024 - Kemdi Ikejiani

At tax time, you look for credits and deductions, but tax-saving opportunities are available throughout the year. We’ve got seven strategies you may be able to use now or in the future....

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Managing your RRIF withdrawals effectively

In retirement, every dollar you save in tax is more money to support your lifestyle. We’ve got ways to save tax by strategically making Registered Retirement Income Fund (RRIF) withdrawals....

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Do you and your parents have powers of attorney?

It’s a common misconception that if a person loses the ability to manage their finances, their spouse or child can automatically take over. Learn the truth of the matter....

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Markets rallied in July, contrary to most investors’ expectations

In contrast to gloomy expectations, markets rallied to close out July. Balancing bearish investors, a hawkish Fed, and mixed market indicators, we are taking a cautious approach as more surprises are likely to come....

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The Value of Advice

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Time for an RESP checkup?

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What's after the storm?

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What’s After the Storm?

Short-term market challenges are a distraction from the big picture. The real concern is what comes next. In this update we explore five key considerations for a solid long-term investment philosophy....

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It Is a Tougher Game When Central Banks Turn Hawkish

Volatility continues to plague the S&P 500 following the Fed’s latest attempt to curb inflation. With more aggressive repricing necessary and market bottom still to come, it’s important to look beyond the hiking cycle and focus on the long term....

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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....

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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?...

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