Will & Estate Planning

Join Mike, Trish & Tracey Goldie, Vice President, Estate Planning Specialist, as they discuss the importance of Will & Estate Planning.

Segregated Funds

Join Mike, Trish & Jules Kerlinger, Senior Manager, Insurance Wealth Solutions, as they discuss the benefits of Segregated Funds and Guaranteed Interest Accounts (GIAs).

 

The Importance of Financial Planning

Listen to Mike, Trish & Daryl discuss how they use financial planning to help their clients.

 

Structured Notes

Join Mike & Scott McBurney, Managing Director, as they have an interesting discussion on the topic of Structured Notes.

 

The Federal Reserve’s imperfect toolbox

 March 13, 2026 |Atul Bhatia, CFA

The U.S. central bank wields a powerful hammer with its ability to move interest rates. Despite its strength, though, we think the central bank is poorly suited to address key concerns arising from high oil prices and the rollout of AI.

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Oil price shock: Higher US inflation could weigh on consumers

 March 11, 2026 |RBC Economics
In what follows, we outline a range of scenarios and how we’re thinking about the current oil price shock. 1. Higher oil will drive up inflation but the magnitude depends on the persistence of the shock Headline inflation has now exceeded 2% for nearly...
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Then and now: Market reactions to military conflicts and what they mean today

 March 06, 2026 |Kelly Bogdanova

With the Middle East gripped in an acute crisis, it’s worth examining how prior military conflicts and significant geopolitical events impacted the U.S. stock market—and what history suggests for investors today.

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