Cutting Through the Noise
March 17, 2025
It's a crazy time, and the emotion quotient is off the scale, which is generally not a good recipe for making dramatic changes to your portfolio. That said, there may be a few things you should do.
Read MoreMarch 13, 2025
Is contributing to CPP after 65 worth it? Subject expert Jason Yee explains everything you need to know.
Read MoreMarch 6, 2025
Financial expert and author Don Ezra explains the fascinating concept of the U-Curve of Happiness.
Read MoreMarch 3, 2025
In his Globe and Mail column, Tom Bradley explores why stock market trends are often cyclical and why high valuations might not be sustainable in the long run.
Read MoreFebruary 27, 2025
Morningstar's Ian Tam shares his top tips on how Canadians can build and preserve long-term wealth.
Read MoreFebruary 26, 2025
To assist with your tax filing, we review the tax documents you will receive from us this year along with a brief explanation of their purpose.
Read MoreFebruary 20, 2025
Learn how to check your CPP benefits online and understand your estimated retirement payments in our latest Coffee Break video.
Read MoreFebruary 11, 2025
Is your investment process working? Are the fees you're paying justified by the service you're receiving? Your annual 'Performance and Fees Report' is a great resource to help answer these all-important questions.
Read MoreFebruary 10, 2025
Tariffs are a hot topic, and investors are understandably concerned. In this Coffee Break, Carolyn Kwan, Portfolio Manager at Connor, Clark & Lunn, discusses the impacts of tariffs on the Canadian economy, key industries, and your investments.
Read MoreJanuary 30, 2025
Retirement is a new phase filled with purpose, joy, and opportunities, as Don Ezra, author of Life Two, explores in this Coffee Break.
Read MoreJanuary 27, 2025
Certain investment categories are more prone to unconditional love than others. Dividend stocks, real estate, gold and cryptocurrencies are prime examples. Tom Bradley explains in his Globe and Mail column.
Read MoreJanuary 23, 2025
In our year-end video, we update you on the firm, share our market outlook, review our performance, and explain how your portfolios are built to handle today's market dynamics.
Read MoreJanuary 20, 2025
Stock returns come from three sources: dividends, earnings growth, and changes in valuation. A look at the drivers of the U.S. market's return over the past year, and past 10 years, is telling.
Read MoreJanuary 16, 2025
We chat with Certified Financial Planner Owen Winkelmolen about the important numbers for 2025 that investors should be aware of, including contribution limits for TFSAs, RRSPs, and FHSAs; and the updated CPP, OAS, and GIS benefits.
Read MoreJanuary 15, 2025
A colourful look at the benefits of diversification.
Read MoreJanuary 13, 2025
More than ever, it’s easy to let the amount of information out there overwhelm you. We offer some suggestions on how you can allocate a larger share of your 2025 attention budget to where it will matter the most.
Read MoreJanuary 10, 2025
January 9, 2025
In this Coffee Break, estate lawyer Lucy Main discusses the concept of a 'death binder' and how it can be an invaluable tool for executors.
Read MoreJanuary 7, 2025
The degree of speculation, in stocks and elsewhere, rivals the go-go periods of 1999 and 2021. Case in point: options trading volumes have gone through the roof.
Read MoreJanuary 1, 2025
As we step into a new year, it’s timely to highlight a few important financial numbers for 2025.
Read MoreDecember 30, 2024
We’re excited to announce that our popular Transfer Fee Reimbursement Program is back — this time permanently! Starting January 1st, you can say goodbye to transfer fees when you move an account to us worth $50,000 or more.
Read MoreDecember 26, 2024
While it's been a great year for investors, there are sectors that look frothy. Notably, cryptocurrency and AI have shown signs of overheating. As the speculation meter climbs, it's crucial to remain grounded. Here are a few tips to help.
Read MoreDecember 23, 2024
In Part II of our discussion with Aneil Gokhale, Director of Philanthropy at the Toronto Foundation, we dive into actionable ways Canadians can elevate their giving, from leveraging donor-advised funds to gifting appreciated securities.
Read MoreDecember 16, 2024
In the next few weeks, your newsfeed will be filled with predictions about 2025. Emerging trends. Stock market targets. Impact of government changes. Before you take the time to read any of them, I implore you to look at these two pieces.
Read MoreDecember 9, 2024
In this Coffee Break, we chat with Aneil Gokhale, Director of Philanthropy at the Toronto Foundation, about the many benefits and impacts of charitable giving.
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