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Markets, planning, tax, concentration risk, and legacy—written for business owners, executives, and families.

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Tariffs: A revenue win—but not a deficit fix

February 20, 2026 |Kelly Bogdanova

After a year of uncertainty, tariff rates have stabilized at lower levels than feared—and become a significant U.S. government revenue source. We assess the tariff landscape ahead of the Supreme Court’s important ruling.

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McAuley Wealth Briefing

OCIO: What It Is & Why It Matters

February 19, 2026 |Jamison McAuley

If you have meaningful wealth, your biggest risk is almost never “Apple vs Microsoft.”

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Can Europe meet the moment?

February 13, 2026 |Frédérique Carrier

The euro area defied expectations in 2025, delivering growth amid a challenging environment. Yet beneath this resilience, Europe has started to redraw its economic and strategic maps.

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Your "A-Team"

February 12, 2026 |Portfolio Advisor - Winter 2026
In an ever-increasingly complex and challenging world, successful individuals like you and families like yours need the right team of experts to support their financial journey. Led by your Investment Advisor, your team should have the skills and expertise...
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Better together: How both RRSPs and TFSAs can work together to help build your wealth

February 12, 2026 |Portfolio Advisor - Winter 2026
Life is often about making choices, choices that require us to give up one thing to attain another. Often, our choices are clear ones for which we know the “right” versus the “wrong” decision. Others are dictated by our budget or means, or by simple preference...
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The power of planning: Three steps to ensure you achieve your financial investment resolutions

February 12, 2026 |Portfolio Advisor - Winter 2026
Building a house without a blueprint; facing off against the opposing team in the Olympics (Go, Canada, go!) without a strategy; trying to reach a destination without a map. What do these things have in common? There’s no plan, and without a plan, it’s...
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Around the world in 80 seconds

February 12, 2026 |Portfolio Advisor - Winter 2026
Canada The economy headed into the closing days of 2025 with a (mild) bang and not a whimper, as third quarter GDP and late fall employment strengthened (Sep-Oct-Nov = +181,000) despite the moderation in December’s job growth (+8,000). While overall Inflation...
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Supply surge keeps Canadian house prices on a downtrend

February 12, 2026 |Rachel Battaglia
Supply-demand conditions weakened further in most large Canadian markets as January unfolded. Potential buyers remained cautious despite elevated inventory giving them the upper hand. Severe winter weather likely contributed to the slowdown, with significant...
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Trump Warshes his hands of Powell

February 06, 2026 |Thomas Garretson, CFA

President Donald Trump’s campaign to get rid of Fed Chair Jerome Powell culminated in the most likely outcome—simply nominating a replacement. With Kevin Warsh on track to be the next chair, we look at the potential economic and market impacts.

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Crosscurrents buffet U.S. dollar and Treasury market

January 29, 2026 |Atul Bhatia, CFA

Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.

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