HNW Blog

Key themes have the potential to shape economic developments and drive certain sectors for decades to come.

We outline some of the proposed federal budget measures, and the effect they may have on Canadians and their families.

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and explain how its promise is matched against technological, economic, and geopolitical challenges.

Over the years, we have seen countless headlines, political rhetoric, and policy shifts that have shaped both economic outcomes and investor behavior in the equity market. These cycles often create uncertainty, lack of clarity, and, in many cases, outright...

Is it to late to wish you all a happy new year? I have never figured out the appropriate etiquette here. In any event, happy new years! If you haven’t already received a call or email from Sara or someone on our team, you will soon. As we roll into 2025...

Elder fraud can take many forms and is a growing problem in Canada and worldwide. With a general rise in online scams — and seniors’ increased adoption of smartphones and the internet — cyber crimes against Canada’s older population are resulting in

With cybercrime on the rise in Canada, it's important to know how to protect yourself and your family.

When businesses consider fraud protection measures, there is often a focus on technology – whether it’s installing new systems, upgrading software, or leaning on the technology of key partners. The reality is, employee education, processes and planning...

A little recognition goes a long way…. I was recently asked to participate by Advisor’s Edge (an online publication for Canadian investment/wealth professionals) with two other advisors from different firms and from different parts of the country, to...