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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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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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....

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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....

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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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Declines All Around, but Opportunities to Be Had

Central banks have the delicate task of reducing inflation without triggering a recession. With further rate hikes possible in an already difficult market, caution is key. Here’s where we see opportunity in the current investment landscape....

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