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As the year wraps up, many investors start wondering whether their portfolios are still on track. This is one of the most hands-on times in my practice, and a chance to help clients feel organized before the new year begins. In my latest article, I share the key areas I review at year-end: performance, risk, tax-smart opportunities, and income planning. If you’re looking for a calm, clear approach to year-end planning, this is a good place to start.

As 2025 comes to a close, many people start thinking about giving back — not out of pressure, but out of intention. Charitable giving can be a powerful way to support the causes that matter to you, and a bit of planning now can help it fit more comfortably into your financial picture. In my latest article, I explore simple, thoughtful ways to approach year-end giving so you can feel organized, confident, and aligned with your values.

The unanswered questions surrounding potential tariffs on Canada, Mexico, China, and Europe have indeed come fast and furious, leading to much uncertainty and volatility in the markets.

The year 2024 was a remarkable period for equity investors, with exciting technological advancements, welcomed interest rate cuts, and resilient consumer spending. As we look back, several key trends and events stand out that shaped the global investment environment.

Global markets performed well in the third quarter of 2024, continuing their positive trend this year. This was influenced by factors such as strong corporate profits, lower inflation, and interest rate cuts by central banks worldwide.

Unique insurance-based investment offers helpful estate-planning features.

Tapping into the power of this steady investment strategy.

When markets fall, your immediate thought might be to sell. What you don’t realize is that if you try to time the market, it could cost you more to leave than to stay invested.

2023 tax planning tips: a quick reference guide

This blog will talk about how Canada's economy is impacted by inflations and which sectors are hit the hardest.

To bond or not to bond? That is the question. Who knows? But we have reasons for believing bonds may be the better option for today’s investors

If you’re saving for retirement, you may be torn between an RRSP and a TFSA. Whether the best choice is to save in an RRSP or a TFSA depends on your savings needs, as well as your current and expected future financial situation and income level.