S&P 500 Stats... A Lot of “Bull”

 January 23, 2026 |Brad Weatherill

The US Stock Market Annual Return History…

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S&P/TSX Composite Index... “Bear”ing it All

 January 16, 2026 |Brad Weatherill

The Canadian Stock Market’s Annual Return History…

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Top Investment Trends for 2026: What Investors Are Watching Right Now

 January 15, 2026 |Brad Weatherill
Here's what I learned from some of the top financial resources for advisors... all in one place. The RBC Dominion Securities Portfolio Management Conference is an intense three days... full of energy, knowledge, and actionable ideas from some of the top...
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How Much Money Do You Really Need to Retire? Our Guide to Building Long-Term Wealth

 November 28, 2025 |Trent Nicolay

Saving for retirement is one of the most important financial goals Canadians face – yet it is one of the most misunderstood.

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AI Isn’t the Future – It’s Here: How Business Owners Can Harness Artificial Intelligence Today

 October 31, 2025 |By Nathan Dyck

Artificial Intelligence (AI) insights from leading industry professionals…

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Quarter-Century Crossroads

 September 19, 2025 |Brad Weatherill

Let’s look back at the last 25 years and then fast forward to what the next quarter century might bring in terms of global economic growth, technological innovations, population/demographic changes, commodity pricing, and world powers.

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AI & Private Equity – How Do I Buy a Piece of ChatGPT?

 September 05, 2025 |Nathan Dyck

By now, many are familiar with ChatGPT and other emerging Artificial Intelligence (AI) companies, raising a question: How can I invest in AI?

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Some Investors Love to Hate PIMCO Monthly Income…

 August 15, 2025 |Nathan Dyck

One of the most frequent questions we receive on portfolios is “why does PIMCO Monthly Income always seem to be flat or down?” The answer: Account statements do not tell the whole story…

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Canada’s Capital Gains Circus

 February 21, 2025 |Brad Weatherill

I highly doubt that the 2024 proposed increase to our capital gains inclusion rate is going to happen and here is why…

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Trumpeting on Tariffs

 February 07, 2025 |Brad Weatherill
I was surprised to hear that the Vancouver Canucks and Toronto Raptors fans booed the U.S. national anthem recently because of tariff threats from the U.S. and President Donald Trump. While I appreciate that there is a lot of frustration, with rhetoric...
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