piggy bank

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...
Read more
hand writing

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...
Read more
senior couple planning finances

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...
Read more
glass globe

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...
Read more
ATW

Around the world in 80 seconds

 October 30, 2025 |Portfolio Advisor - Fall 2025
Canada U.S. tariffs on key Canadian exports, including energy products, aluminum, steel, and any products that are not qualified as covered under the Canada-U.S.-Mexico Agreement (CUSMA), have now clearly bitten into the country’s economic growth, with...
Read more
digital defence

Digital defence: Five key cybersecurity measures you can implement to help protect your business from cybercrime

 October 30, 2025 |Portfolio Advisor - Fall 2025
“Cybercrime is the greatest threat to every company in the world.” ~ Ginni Rometty, former President & CEO, IBM The numbers are sobering, and they hit directly at a business's bottom line. According to Statistics Canada, one in six of all Canadian businesses...
Read more
Seven smart moves you can make before year-end to help minimize your tax pain next filing season

Year-end resolutions: Seven smart moves you can make before year-end to help minimize your tax pain next filing season

 October 30, 2025 |Portfolio Advisor - Fall 2025
As the year winds down and we approach the final quarter of 2025, there's still time to make strategic moves that could save you time and money when tax season arrives next April. Rather than scrambling then, or worse, realizing that you didn’t take advantage...
Read more
How to take your retirement for a test drive

How to take your retirement for a test drive

 October 30, 2025 |Portfolio Advisor - Fall 2025
We often get the chance to try out big purchases before committing, but unlike buying a car, there’s no way to take retirement for a test drive. Or is there? Retirement is no longer just a point in time, but rather another whole life stage than can last...
Read more
On the horns of the stag

On the horns of the stag

 August 01, 2025 |Portfolio Advisor - Summer 2025
Stagflation can have a devasting impact on economies, combining stagnate (STAG-) or even negative economic growth, with elevated or rising inflation (-FLATION). Stagflation is the worst of both worlds. A stagnant economy struggles to create jobs and growth...
Read more
Scholarly pursuits: How an education savings plan and RESPs can help you turn education dreams into reality

Scholarly pursuits: How an education savings plan and RESPs can help you turn education dreams into reality

 August 01, 2025 |Portfolio Advisor - Summer 2025
Every parent shares the same hope – watching their child reach their full potential. A quality post-secondary education remains one of the most powerful gifts you can provide, opening doors to better career prospects and higher lifetime earnings. But...
Read more
Next