Recent Posts

Rumour Has It: Fact Versus Fiction in the Markets, AI and Tech

Aug 26, 2024 - Alfred Lam

Berkshire Hathaway, Blackwell and the BOJ all made headlines that moved markets this month—but were those events fundamental or just speculation?...

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Tech Takeover: For Better or for Worse?

Jul 25, 2024 - Alfred Lam

Technology as we know it will soon be history—again. Be prepared for more “wow” moments as AI revolutionizes new processes and industries, while also displacing human roles....

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(The Process Of) Economic Normalization and What That Means for the Outlook

Jul 02, 2024 - Stephen Lingard

Some positive signs of economic normalization have emerged, yet fiscal policy is stuck in pandemic-era liberality. Find out how this misalignment could impact your portfolio....

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When a wealth plan is fluid

Your wealth plan is a roadmap to achieving your life goals—but it’s subject to change for multiple reasons. Find out why this important plan should never be set in stone....

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Is downsizing the right decision?

Many people approaching or in retirement are torn between downsizing and staying in their home. Here are some considerations and how we can help....

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What's after the storm?

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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....

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Single? Estate planning is still important

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Time for a Vacation Property Chat?

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Thinking of purchasing a vacation property?

It’s a curious fact that we Canadians, depending on where we live, call a vacation home by different names – a cottage, chalet, country house, camp or cabin. But what they all have in common is that so many owners call their vacation property a sourc...

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Does it pay to renovate?

Can you guess which two rooms you can renovate to bring the highest return on investment? The answer is here, along with other helpful information about the financial side of home renovation....

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