How long will the economic recovery take?

Jul 31, 2020 |Kelly Bogdanova

As COVID-19 uncertainties continue, we examine revised GDP outlooks for the U.S., Canada, the EU, and China, and discuss portfolio positioning.

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Podcast: Key details to consider in Will and estate planning

Jul 30, 2020 |Rick Mirabelli and Brian Gibson

Regardless of your age or stage of life, a proper and up-to-date Will and estate plan offers peace of mind, and can help ensure you and your loved ones are protected.

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Investor trends: Is telemedicine the way of the future?

Jul 29, 2020 |Gopa Nair, CFA

As more people access virtual health care while working from home, telehealth providers are a growing part of the health care sector.

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Are preferred shares right for your portfolio?

Are preferred shares right for your portfolio?

Jul 24, 2020 |Thomas Garretson, CFA

Interest rates on investment-grade corporate debt are at historic lows, but we see value in preferred shares for fixed income portfolios.

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Audio commentary: Reversal of fortunes for Canadian preferred share market

Jul 20, 2020 |Mikhial Pasic and Chris Girdler

Mikhial Pasic & Chris Girdler discuss developments in the Canadian preferred share market; outlining why there might be more room for positive preferred share performance.

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How much does the president influence financial markets?

How much does the president influence financial markets?

Jul 16, 2020 |Kelly Bogdanova

The president is but one of many factors that impact markets. Don’t let the media’s election coverage sway investment strategy. Focus on what matters.

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Why investors shouldn’t be spooked by Q2 earnings

Why investors shouldn’t be spooked by Q2 earnings

Jul 10, 2020 |Kelly Bogdanova

Investors should widen their range of vision, and look at the contours of the economic recovery and how earnings estimates for 2021 shake out.

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The resilient Health Care sector in an election year

The resilient Health Care sector in an election year

Jul 06, 2020 |Gopa Nair, CFA

We examine investment themes we think are supportive of the sector’s long-term growth prospects regardless of the policy environment.

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Will COVID-19 force the auto sector into a U-turn

Will COVID-19 force the auto sector into a U-turn?

Jul 06, 2020 |Jim Allworth

It wasn’t that long ago that the auto sector was on an open road to the car of the future. How will COVID-19 change the sector’s direction?

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Family business succession planning

Donna and Norm are ready for the next step of their wealth journey. Find out how a custom business succession plan helped this family transition their business into a well-funded retirement.

Consolidating assets for a secure, successful retirement

Jean-Pierre and Sharon are ready for the next step of their wealth journey – retirement. Find out how consolidating their assets and a custom financial plan helped this family feel secure and excited about their new life.

Securing your children's future with an estate plan

A recent diagnosis jolted Denise and Kevin into thinking about the support their daughter, with disabilities, would need once they're gone. Find out how this family got their "house in order," giving them relief and confidence that their daughter will be supported.

A plan for your priorities

Getting the right investment advice is a key part of managing wealth. But it's just one part of a bigger picture.

That's why you deserve a coordinated wealth management strategy that helps to address the financial concerns at each stage of life, such as:

  • Growing assets for future goals like retirement
  • Maintaining assets to protect financial well-being
  • Creating an income stream for retirement
  • Creating a lasting legacy

Contact

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