The Latest

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Global Insight 2024 Outlook: Investing for a new reality

December 5, 2023 - Karen Barasch

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation

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Global Insight 2024 Outlook: United States

December 5, 2023 - Karen Barasch

The stock market faces more crosscurrents than usual, while the bond market could deliver strong returns.

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Global Insight 2024 Outlook: Canada

December 5, 2023 - Karen Barasch

While there are select opportunities in Canadian equities, the bond market looks the most attractive in years.

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Looking back, looking ahead – with guarded optimism

December 5, 2023 - Karen Barasch

We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.

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Video: The Wealthy Barber on why executors should rely on trustworthy professionals

December 5, 2023 - Karen Barasch

There’s a lot of advice online, and a lot of misinformation. If you’re an executor, get the right advice for you.

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Video: Are you an executor? Three reasons why you should get help

December 5, 2023 - Karen Barasch

The Wealthy Barber on why executors should consider getting help from the professionals

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Industry guides

Family wealth guide

Discover 10 strategies to build and protect your family’s wealth.

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Business owner’s guide

The top decisions for business owners to ensure lasting success.

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Estate planning guide

Leave a legacy behind. Plan for your tomorrow, today.

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Charitable giving guide

What to consider when making a gift to a charity.

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Estate settlement kit

Your detailed reference guide for settling your estate.

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Retirement checklist

Helping you make the most of your retirement.

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GIC Rates

Stay in the know with the latest GIC rates from various financial institutions.

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