In Brief: What Is the “K-Shaped” Economy? The eleventh letter of the alphabet has taken on new meaning. The letter “K”...
MACROECONOMIC PERSPECTIVES
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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...
NAVIGATING CHALLENGING TIMES
After Death or Divorce — Six Considerations for Survivors The loss of a spouse—whether through death or divorce—can be...
WARREN BUFFETT IS “LEAVING THE BUILDING”…
Succession Planning — What Is Your Business Worth? Warren Buffett is leaving the building. After almost six decades at...
HIGH-NET-WORTH INTERGENERATIONAL WEALTH PLANNING:
The Mechanics Behind the Cascading Life Insurance Strategy When it comes to preserving family wealth, many affluent...