Insights

Given the political uncertainty facing Canada, the fate of many of the measures announced in the 2024 Fall Economic Statement is highly uncertain. However, the fiscal update still serves as a snapshot of where the economy is headed and how upcoming challenges...

With a second Trump administration in the U.S. eyeing an ambitious agenda and trade tensions coming to the fore, how should investors position portfolios? Our 2025 Outlook examines the issues and opportunities facing economies and markets in 2025 and...

While the U.S. president certainly has great influence, the formal and informal checks and balances built into the government’s structure still matter, and investors shouldn’t let election noise get in the way of sound portfolio management.

Pressure points in the economy and markets were triggered, sweeping up equities into a global selloff. We look at the market’s supporting factors and how investors should tilt equity exposure in portfolios.

Anyone can be a philanthropist. No dollar amount is too small and no hour of time is too short. Here's why philanthropy is a key part of my financial plan and some tips to get you started on building your own strategy.

We’ll discuss the unique ways in which women relate to money, the importance of being prepared, the power of a long term wealth strategy, and key considerations to further your financial confidence.

Maybe Christmas, he thought, doesn't come from a store. Maybe Christmas, perhaps, means a little bit more. – the Grinch

November is Financial Literacy month—what better time to check in on what we’re doing to help our kids get a financial head start!

"Success isn't about how much money you make. It's about the difference you make in people's lives" - Michelle Obama