Insights (Blog)

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

Why having ongoing multigenerational conversations with your loved ones is important when discussing the family business.

Planning options to consider in building a retirement nest egg as a business owner.

Being an executor can be stressful. Are you ready for the job ahead?

David Chilton's guidance on Wills, powers of attorney hasn't changed

We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

There’s a lot of advice online, and a lot of misinformation. If you’re an executor, get the right advice for you.

The Wealthy Barber on why executors should consider getting help from the professionals.