Client Insights
7/4/2022
In the 1953 film Gentlemen Prefer Blondes, Marilyn Monroe sang it best, “….but square-cut or pear-shaped, these rocks don't lose their shape, diamonds are a girl’s best friend”.
Markets & Investing
Client Insights
7/4/2022
In the 1953 film Gentlemen Prefer Blondes, Marilyn Monroe sang it best, “….but square-cut or pear-shaped, these rocks don't lose their shape, diamonds are a girl’s best friend”.
Markets & Investing
Social Security, CPP and OAS: What happens when you have worked on both sides of the border?
Individuals who have worked and contributed into social security in both Canada and the U.S. can generally collect retirement benefits from both countries.
Retirement & Estate Planning
Estate Freeze 101
If the value of your corporation has appreciated over the years and it is expected to continue to grow, you may want to consider an estate freeze.
Retirement & Estate Planning
The Dreaded R-word
6/24/2022
Listen to our podcast with Nadeem Kassam and Ellis Phifer.
Markets & Investing
Client Insights: Market Update
6/24/2022
Market volatility has remained quite elevated and prevalent across global asset classes during the first half of 2022.
Markets & Investing
Portfolio Strategy
6/17/2022
We expect the wind to continue to blow markets in all directions in H2/2022, similar to what we have observed
so far this year.
Markets & Investing
How Cyber Savvy Are You?
Cyberattacks are North America’s fastest-growing crime. Review these tips for keeping your personal information safe.
Life Events, Lifestyle & Technology
REITs and residential real estate vs inflation and regulations
6/7/2022
Listen to our podcast with Nadeem Kassam and Brad Sturges.
Markets & Investing
Insights and Strategies
6/1/2022
As the summer holidays approach, it brings back happy childhood memories of the many
road trips my family and I embarked on during our summer breaks.
Markets & Investing
Views from an institutional strategist
5/13/2022
Listen to our podcast with Tavis McCourt and Nadeem Kassam.
Markets & Investing