03 August, 2023 Total Client Experience

Stock Markets Are Not Like a Casino

Most of us have been to a casino at some time, and we usually walk out with less money in our pocket than we came in with. No surprise here, as we know the odds are always in the house’s favour. According to the American Gaming Association, the odds of...

02 August, 2023 Tax Planning

What Does A Financial Planner Do For You?

The role of a financial planner is often misunderstood. Many believe that their responsibilities revolve solely around managing investments. A lot of people think that a financial planner only manages investments. While it's an important part of the job...

20 July, 2023

Economic Resilience is Giving Way to Recession

Our views and positioning across our portfolios haven’t changed since our June commentary “Where Do We Go From Here.” Most advanced economies have so far dodged the recessions that we, and many others, had expected to start towards the end of the first...

20 July, 2023 Tax Planning

AI & The Risks of Investing in the Newest Trends

AI has emerged as the latest trend with the potential to transform our lives. It has also captured the attention of investors hoping to capitalize on the next big thing. Will that work out for them? It could. Or maybe not. New industries are inherently...

18 July, 2023

More Market Surprises Ahead

In a surprisingly positive first half of 2023, Rana Chauhan discusses how unpredictable “events” can move the markets in ways we can never predict. As Rana notes, the first half of 2023 surprised many investors after a winter of discontent. After many...

17 July, 2023 Tax Planning

4 Common Investment Misconceptions

1. You Should Always Buy the Dip Buying the dip is buying more of an asset during declines. The theory goes that the asset will eventually recover to previous price levels. The problem is that sometimes individual stocks go into draw downs and never recover...

26 June, 2023 Tax Planning

Why You Think Twice About Getting Your Financial Advice From Social Media

The rise of the internet and social media has made information more accessible than ever before. While this has its advantages, it has also created a concerning trend. With just a social media account and some savvy, anyone can share information and gain...

20 June, 2023 Total Client Experience

Paul’s Spring 2023 Comments

What Makes You Think That Is Actually True? “I heard the market is going to crash.” “I heard we are going into a recession.” I’ve heard these types of comments more than a few times from investors who are ready to change their portfolio after hearing...

26 May, 2023

Financial Market Update: Where Do We Go from Here?

A flurry of data and central bank announcements in recent weeks has provided more clarity about where the global economy is heading, reinforcing our view and also highlighting some risks to our outlook. Three things have become clear. The first is that...

03 May, 2023

Home Ownership Plans

Wondering how the new First Home Savings Account (FHSA) works with existing programs to help you save for a home? Gain a better understanding of Canada’s government sponsored plans for supporting home ownership with our timely new infographic.

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