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You might need a wealth manager if you want to achieve long-term financial stability through quality investments, rather than chasing…

In today's fast-changing financial landscape, building a strong and diversified investment portfolio is essential for strong portfolio is always built…

Managing wealth effectively in Canada today is more than just about picking the right investments. It’s about navigating a complex…

Unlocking financial success hinges on mastering the delicate balance between growth and tax efficiency. But a cornerstone to this balance…

Imagine unlocking the full potential of your investments by not only focusing on asset growth but also strategically managing your…

For Canadian investors, the taxman can be a formidable adversary, capable of consuming over 50% of your hard-earned investment returns.…

In today’s dynamic financial landscape, making smart investment decisions is crucial for long-term success. Did you know if you focus…

Many investors are aware that effective June 25, 2024, the inclusion rate for capital gains in Canada will portfolio management…

Most investors know that any kind of financial investment they make comes with a certain level of risk. But many…

In the Canadian financial landscape, the scene is dotted with professionals bearing titles like investment management, estate planning, tax advice,…

Navigating the myriad of financial decisions in your life can be daunting, whether contemplating the benefits of leasing a car,…

Choosing an investment manager in Canada who is a fiduciary is a wise decision for several reasons, particularly when compared…

Mutual fund managers seeking to compete with private equity and interval funds to attract investments, is what is often referred…

By definition, a tail hedge strategy is designed to protect investors and their portfolio from the risk of a significant…

Our financial savings are one of our most prized possessions. It represents all of the years of hard work we put in and our commitment to a secure financial future. It’s how we maintain our desired lifestyle and the means to which we can take care of ourselves and our families.

It may or may not surprise you to know that 20% of all US dollars in existence, all time, were printed last year. Amidst a global pandemic, monetary and fiscal policymakers worldwide were hitting the gas pedal. With that, one worry has crept back into our vocabulary lately after years of being a tailwind – inflation.

Trust, transparency and financial expertise are just a few important qualities an investor should look for when searching for the right individual to manage their wealth. In today’s marketplace, there is a significant difference among financial professionals that many investors are not aware of. There are those who have a fiduciary responsibility and those who do not.

In reviewing our newspaper collection of the past year, we wanted to share a few front-page headlines that have stood out to us. These pages illustrate a story of the global stock market in 2020: beginning, middle, and end.

Given what last year brought to investors, we thought it would be worthwhile to highlight the note that we sent out to clients at the depths of the financial panic last March. Although it did not feel good at the time, we knew that the market environment in March was presenting us a great opportunity.

Over the course of 2020, the global economy has been forced to move through the throes of the COVID-19 pandemic. Combined with fears of a contested U.S. presidential election, social justice unrest worldwide and a new work-from-home environment, investor behaviour and the economy at large has been impacted in more ways than one.

We have been getting lots of questions about how our investments are faring in the face of this historic market decline. We have attempted to lay out our comments in a question and answer format.