Are you ready for retirement?

If you are approaching retirement, or have recently retired, there are several financial items you need to check off your list. To help you keep track of all the critical details, and ensure you’re ready for a successful retirement, check out our Retirement Checklist.

It can help you:

  • Maximize government benefits
  • Manage RRSPs, RRIFs and Locked-In Accounts
  • Understand employee pensions and benefits
  • Coordinate your non-registered assets
  • Enhance your estate plan

Contact us for a free copy of the Retirement Checklist. 

What dueling data and the Fed’s dual mandate mean for interest rate cuts

What dueling data and the Fed’s dual mandate mean for interest rate cuts

 July 25, 2024 |Atul Bhatia, CFA

Relative comfort on inflation should allow the Fed to shift its focus to the goal of full employment. But with labor market data pointing in different directions, we sift through the mixed messages and the impact on the Fed’s rate cut plans.

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Inside the S&P 500: Time to pass the baton?

 July 19, 2024 |Kelly Bogdanova

While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.

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Weaving the threads of U.S. equity outperformance

Weaving the threads of U.S. equity outperformance

 July 11, 2024 |Ben Graham, CFA

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.

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