Strategic philanthropy planning: an enduring impact September 18, 2025 - While many people are very generous with “cheque book philanthropy”—donating at community events, attending a gala, or participating in a ride, race or run—very few families think strategically about charitable giving.
RESPs: A smart start to post-secondary education August 28, 2025 - As the summer comes to a close, campuses across Canada are preparing for another year of learning. This is a good time to reflect on the power of RESPs.
The ins and outs of inflation August 14, 2025 - News about inflation has been leading headlines for the past few months, most often linked to stories pertaining to United States (US) President Trump’s fluctuating tariff policy and talk of a “trade war”.
Meeting complexity head on July 29, 2025 - Wealth Advisors today are confronted with two major challenges: the increasing intricacy and obscurity of the investment environment, and the growing complexity and volume of high-net-worth client needs.
Weekly Markets Roundup - Bubble or no bubble, that is the question November 2025 Recently, the big uncertainty for market participants has been whether we are in an Artificial Intelligence (AI) bubble or not.
Weekly Markets Roundup - Coming out of the fog November 2025 This week the longest United States (US) government shutdown in history came to an end.