You may have built your portfolio while building a business, advancing your career or raising a family. Years later, your investments have grown, but so have the decisions around them. Can you step back from work? Help your children buy homes? Make a meaningful…
When markets become unsettled, it’s natural to wonder whether it’s time to change your investments. A decline in portfolio value can make retirement feel less certain or raise questions about a major purchase you’ve been planning. These moments show why…
Back-to-school season naturally puts education front of mind. For parents and grandparents, it can also be a useful reminder to think further ahead. For many families, education is one of several significant investments they expect to make in the next generation. The…
For many families, wealth represents more than financial success. It can reflect years of hard work, careful decision-making, and a desire to create greater stability for future generations. That is why legacy planning deserves more than a set of documents completed…
Most financial goals are measured in years, while most market news is measured in hours. That difference has become one of the defining challenges for today’s investors. A retirement strategy, family wealth plan, business transition, charitable legacy, or child’s…
For many investors, conversations around wealth are no longer focused solely on returns. Increasingly, people are asking a broader question: What is my money supporting? Responsible investing has continued to evolve over the last decade, moving from a niche concept…
Canadians often find themselves navigating uncertainty, whether it’s shifting interest rates, commodity price swings, or broader global economic tensions. While disciplined investors may recognize these moments as opportunities to stay the course, acting on that…
In a recent survey, 42% of Canadians said money was the number-one cause of stress in their lives, ranking higher than health, work or relationships. It’s a percentage that has risen over the last five years, and it reflects the reality that many of us are feeling the weight of money in our lives.
“Take care of the pennies and the dollars will take care of themselves.”
It’s a lesson Sheila Yendt learned from her father, one that shaped not only her approach to money but also her approach to life.
What are your financial resolutions? Do you have any at all? Last year, nearly half of Canadians made New Year’s resolutions; of that half, 58% indicated that their goal was finance-related. These statistics paint a clear picture: when a new year begins,…
A new year is finally here, and many of us are taking a closer look at how our portfolios are positioned. With inflation persisting and interest rates still high, the key question is not about predicting markets; it is about whether your investments should focus on…
December is known for many things, slowing down, gathering with the people we care about and spending a little more on gifts, food and moments that matter. The holidays are a pause in time, a chance to take a breath and take stock, not just of what is in our wallets,…
