The Strategic Role of Insurance in High-Net-Worth Planning For high-net-worth (HNW) investors, insurance can play a...
BEYOND BASIC PROTECTION
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SUPPORTING OTHERS & YOURSELF
Estate Planning: Five Estate Executor Mistakes Administering an estate can be a time-consuming and complex task, often...
MACROECONOMIC PERSPECTIVES
In Brief: What Is the “K-Shaped” Economy? The eleventh letter of the alphabet has taken on new meaning. The letter “K”...
LOOKING BELOW THE SURFACE
Equity Market Perspectives: Growth Is Expected to Continue After equity markets continued to reach new highs in 2025,...
Buffett’s Retirement & Lessons From a 60-Year Run
The End of an Era—and to New Beginnings It is the end of an era: after 60 years at the helm, one of the world’s most...
FINANCIAL RESOLUTION TIME
For 2026: Make Estate Planning a Priority Happy 2026! If improving your financial well-being is on your list of New...
RRSP SEASON IS HERE AGAIN
The RRSP: Why Are We Falling Short? Debunking Two Myths While many of us are unhappy about the high taxes we pay, one...
PORTFOLIO MANAGEMENT & INVESTING BEHAVIOUR
Budget 2025: “Generational Capital Investments to Build Canada Strong” Canada’s 2025 federal budget, delivered on...
UPDATE ON FISCAL SPENDING, DEBT & TAXES
Reminders for a New Year: Risk Tolerance Shouldn’t Change With Markets One of the questions we’ve/I’ve had from...
Market Insights By Dr. James Thorne: IGNORE THE NOISE
https://vimeo.com/1143510298/19657b9c08 Lean into the new cycle and ignore the noise. As we approach 2026, James...