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Research and resources
Letting go of the FOMO
August 01, 2025
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Portfolio Advisor - Summer 2025
Understanding your anxiety and financial behavior can help you learn to stay in control and avoid damaging investment decisions, while also helping to keep you on track. If you’ve ever regretted a financial decision, you’re not alone. In fact, you might...
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Canadian Shield: Seven rock-solid reasons to build your wealth at home
August 01, 2025
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Portfolio Advisor - Summer 2025
In the search for the right investments to reach your goals, it's easy to look past or take for granted the opportunities in our own backyard. But for Canadian investors, some of the world's most attractive investments are right here at home. While global...
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Around the world in 80 seconds
August 01, 2025
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Portfolio Advisor - Summer 2025
Canada The economy showed better than expected strength over the final months of the first quarter and into the early part of the second, with many businesses front-loading their imported purchases and exported sales ahead of what was expected to be the...
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Weathering the storm: 5 “shields” to help protect against market volatility
May 15, 2025
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Portfolio Advisor – Spring 2025
Market volatility is an inevitable part of investing, but that doesn't mean you have to watch helplessly as your portfolio value fluctuates. When markets decline, it is usually driven by underlying economic circumstances that cause investors to worry...
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Beyond the glitter: Five reasons to consider gold in your investment portfolio
May 15, 2025
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Portfolio Advisor – Spring 2025
Gold continues to play a vital role in modern investment portfolios, offering unique benefits that complement traditional assets. For Canadian investors seeking to enhance their investment strategy and portfolio, here are five compelling reasons to consider...
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Globetrotting
May 15, 2025
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Portfolio Advisor – Spring 2025
Investment markets beyond North America are abound with opportunities for investors. And diversifying geographically and across various markets can have important risk management and return benefits. Here are five reasons why investors should consider...
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Around the World in 80 Seconds
May 15, 2025
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Portfolio Advisor – Spring 2025
Canada Canada's economy shows mixed signals in early 2025, with February GDP contracting 0.2% month-over-month, driven by declines in both the goods-producing and services sectors. Mining, oil/gas extraction and construction led the downturn, while finance/insurance...
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Give your portfolio a raise! The importance of regularly increasing your investment plan to help grow your wealth
February 12, 2025
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Portfolio Advisor – Winter 2025
Regular investing is a great way to build wealth over time. But it isn't just about consistency – it's about growing your contributions to at least match the rate of inflation and thereby building wealth faster and more effectively. Let's explore why...
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Five key areas of wealth planning
February 12, 2025
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Portfolio Advisor – Winter 2025
With the new year well on its way, it’s a great time to continue considering your wealth goals and plans. From establishing, reviewing, or refreshing your goals and priorities, to considering what risks or opportunities you want to address, we can help...
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The double-edged AI sword
February 12, 2025
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Portfolio Advisor – Winter 2025
The availability, adaptability and evolution of AI has made it easier for fraudsters to trick targets out of money and information. The emergence and evolution of Artificial Intelligence (AI) has taken the world by storm. It has been rapidly adopted by...
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