Give your portfolio a raise! The importance of regularly increasing your investment plan to help grow your wealth

Give your portfolio a raise! The importance of regularly increasing your investment plan to help grow your wealth

February 12, 2025 |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 |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

The double-edged AI sword

February 12, 2025 |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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Around the world in 80 seconds – Winter 2025

Around the world in 80 seconds – Winter 2025

February 12, 2025 |Portfolio Advisor – Winter 2025
Canada With inflation firmly within its target range (1-3%), the Bank of Canada (BoC) reduced its target for the overnight rate again in January, cutting the benchmark by a further twenty-five basis points (0.25%) to 3%. The ongoing cuts not only signal...
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Top scams of 2024: What to watch for

Top scams of 2024: What to watch for

October 30, 2024 |Portfolio Advisor – Fall 2024

One of the best ways to protect yourself from fraud is to be aware of the most common scams that fraudsters are leaning into right now. Learn some of the top scams of this year and how to protect yourself against them.

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Navigating turbulent waters: Staying the course through geopolitical volatility

Navigating turbulent waters: Staying the course through geopolitical volatility

October 29, 2024 |Portfolio Advisor – Fall 2024
When the world seems chaotic, it is natural to worry about your investments. Wars, political upheaval, and global events can deliver major volatility shocks to investment markets. During these troubled periods, some investors might think “Should I change...
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Peak performance pressure – Navigating the market's high altitude with confidence

Peak performance pressure – Navigating the market's high altitude with confidence

October 29, 2024 |Portfolio Advisor – Fall 2024
In the world of investing, the phrase "all-time high" often triggers a mix of excitement and apprehension. As prominent indices like the S&P 500 and the S&P/TSX Composite continue to set new record highs, many investors find themselves wondering: Is this...
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Around the world in 80 seconds

Around the world in 80 seconds

October 29, 2024 |Portfolio Advisor – Fall 2024
Canada With inflation now largely contained and within their target range of 1% to 3%, the Bank of Canada has moved steadily, if cautiously, over the summer and early fall to bring down their trend-setting overnight rate from 5.00% to 3.75% with four...
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Stagflation – what to know and four ways to mitigate its impact

Stagflation – what to know and four ways to mitigate its impact

October 30, 2023 |Portfolio Advisor – Fall 2023
Despite central banks’ efforts to tame it, inflation remains elevated in North America, while economic growth has begun to stall, especially in Canada. These conditions raise the threat of a sustained period of high and increasing prices and low or even...
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It’s bedtime – do you know where your children are surfing?

It’s bedtime – do you know where your children are surfing?

October 30, 2023 |Portfolio Advisor – Fall 2023

Five tips to help ensure your children are safely using and navigating social media

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