18 July, 2024

Insights in 5: Data Will Drive Economic Policy Forward

In his Q2 Update, Portfolio Manager Simon Bowers discusses recent developments in the financial markets and the issues that remain top of mind as we head into the second half of 2024....

18 July, 2024 Tax Planning

10 Unchanging Principles for Investment Success

Here are 10 high-level principles that won't change in 10 years and how they can help improve your financial outcomes....

12 July, 2024

How To Dollar-Cost Average Out of a HISA into a Diversified Portfolio

After two years of stashing cash in the relatively safe confines of a high-interest savings account (HISA), moving your money back into the market can seem like an emotional undertaking....

04 July, 2024

Bank of Canada Cut Interest Rates in June with More Expected

The Bank of Canada (BOC) and the European Central Bank (ECB) cut interest rates in early June as predicted in our Q1 commentary. Our expectation that this will be the first of many....

18 June, 2024 Investment Services Tax Planning

Here's Why You Should Invest OUTSIDE the US

The US stock market has been one of the world's best-performing for over a decade. This long stretch of strong performance has led many to abandon diversification and invest exclusively in S&P 500 ETFs. Since 2010, investors who pursued this strategy...

11 June, 2024

Moving Money Out of a High-interest Savings Account

HISAs are a good short-term solution when interest rates are high. In light of the recent rate cuts, there may be better opportunities for long-term investors....

04 June, 2024 Investment Services Tax Planning

Avoid This Dangerous Way of Picking Investments

When choosing an investment, the temptation to chase recent winners is pervasive. Whether it's individual investors or professionals in the financial industry, the allure of stellar performance can cloud judgment. However, as we'll explore, past success...

08 May, 2024 Investment Services

Is It Time to Transition Out of High-Interest Savings Accounts?

High-interest savings accounts have surged in popularity, but are these funds still the right place for your money? Discover why now is the time to reconsider your options....

30 April, 2024 Tax Planning

7 Red Flags to Look Out for In Financial Advisors

A good financial advisor can be incredibly valuable by saving you money, time and providing peace of mind. But like any profession, not all advisors are created equal....

19 April, 2024 Tax Planning

The 5 Biggest Financial Mistakes Made By Gen Xers & Millenials

Each generation faces unique challenges and opportunities in the ever-evolving world of personal finance. For Generation X and Millennials, navigating the complexities of financial management amidst economic shifts, technological advancements, and ch...