Portfolio Advisor

It’s important to establish a Will, and keep it up to date. Your Will documents the manner in which you want your estate to be managed when you die, and who you wish to benefit from it. Unfortunately, over half of Canadians have no valid Will*. Dying...

New all-time highs in the markets can often tempt investors to “take the money and run.” After all, with prices so high, it must mean that the party will end soon enough. Right? Well, actually, wrong. History shows that selling at the market’s all-time...

As COVID-19 vaccination levels rise and pandemic restrictions ease, many Canadians are heading off for their summer getaways to enjoy new adventures and spend time with family and friends. Unfortunately, cybercriminals never take a vacation, so it’s important...

Life is starting to return to normal 16 months after COVID-19 turned our world upside-down. As we move towards a new normal, here are three key questions to consider about your retirement, whether you’re approaching retirement or you’re already retired...

Global markets Equity markets continue to reach new highs. “Goldilocks” conditions of highly stimulative central bank policy and strong economic growth – driven by pent-up demand and gradually rising corporate profits – give markets little reason to be...