Blogs and Insights

Please see the attached February review for your reference....

Learn about an executor’s wide-ranging responsibilities....

Markets don’t fall for the same reasons twice. Find out why downside protection is often an illusion—and why speed matters more than style or sector selection....

From energy to AI, 2026 is full of opportunities and risks. Explore the details of our panel discussion for effective strategies and key insights to grow your portfolio....

Find out under what circumstances the courts may step in to change estate distribution instructions....

AI investment is accelerating, but can monetization match the momentum? Explore the forces behind the pervasive market volatility and why some see the makings of a bubble....

Have you received an annual bonus or inheritance? Studies show investing a lump sum all at once tends to beat investing gradually, but personal factors matter as much as market analysis....

Should an allowance be tied to chores? How much is appropriate? Explore different approaches that can help teach your children about money. Then choose what works best for your family....

Canada does not have an estate or inheritance tax, but your estate assets are still subject to income and capital gains tax. Learn strategies, such as spousal rollovers and gifting to adult children, to reduce your estate’s tax liability....