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 - Why global opportunities are expanding January 16, 2026 Several macroeconomic forces are gradually shifting. Recent United States (US) inflation data has been somewhat more encouraging, the Federal Reserve (Fed) appears to have more flexibility than it did last year, and the US dollar is facing growing headwinds
Weekly Markets Roundup - Productivity is reshaping the US economic outlook January 09, 2026 A defining feature of the United States (US) economy as we enter 2026 is resilience.