Portfolio Advisor

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...

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...

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.

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...

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...

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...

You can preserve family harmony and your wishes for your estate with careful planning and open conversations. After spending their lives building wealth, most parents hope their legacy will provide their heirs security and enjoyment—not family strife...

Achieving a successful retirement is about more than reaching the podium of financial security that enables you to make this important life change. Your quality of life in retirement will also have a great deal to do with how you live your life and why...