Are you ready for retirement?

If you are approaching retirement, or have recently retired, there are several financial items you need to check off your list. To help you keep track of all the critical details, and ensure you’re ready for a successful retirement, check out our Retirement Checklist.

It can help you:

  • Maximize government benefits
  • Manage RRSPs, RRIFs and Locked-In Accounts
  • Understand employee pensions and benefits
  • Coordinate your non-registered assets
  • Enhance your estate plan

Contact us for a free copy of the Retirement Checklist. 

The Fed raises the bar for lower rates

 October 31, 2025 |Thomas Garretson, CFA

Despite a second consecutive rate cut, a hawkish turn from the Fed supports our view that it’s on hold until at least 2026. While that may have previously caused market turbulence, investors seem content with the idea the Fed has already done enough.

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AI’s big leaps in 2025

 October 03, 2025 |Frédérique Carrier

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and explain how its promise is matched against technological, economic, and geopolitical challenges.

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Tech steals the Q2 earnings show

Tech steals the Q2 earnings show

 August 11, 2025 |Kelly Bogdanova

There are more positive than negative aspects of the Q2 S&P 500 earnings season. But there are some nuances within the Information Technology sector data that we think call for restraint.

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