Blog

We analyze the 2023 Fall Economic Statement and outline the tax and support measures that may impact Canadians and their families.

While it’s important to adhere to a long-term investment outlook, even an evidence-based portfolio is expected to evolve over time. New studies can change or add to our existing assumptions, with portfolio construction models evolving accordingly.

Even world-class investments won’t do, if they don’t align with your personal tastes and unique financial circumstances.

These days, there’s nearly no end to the shiny packaging in which product providers can wrap their offerings. Selecting the most appropriate structure—or structures—for your unique circumstances usually involves substantial due diligence.

As your advisor, we believe we add considerable value through our upfront and ongoing due diligence. We aim for a prudent balance between incorporating important innovations, without creating chaos.

The market is like an ocean: endless, ever-changeable, enduring. Since there’s no way you can control this greater force, how you choose to navigate it should be focused on your particulars.

We caution against trying to predict a stock’s next price based on the numbers at hand. But it helps to know those numbers are not drawn out of thin air.

This illustrates why markets will always be messy and confusing at a close-up view. Only as we zoom out can we track our progress, in the shape of an upward line of market returns over time and across the long haul.

When was the last time someone reminded you how incredibly powerful it can be to simply keep adding new money to your accounts, no matter what the market is doing?