The art of intergenerational wealth management October 30, 2025 - When it comes to creating and preserving family wealth, making sure family members are aligned to the principles and goals of a wealth management plan is as essential as choosing where to invest to ensure success.
CC&L Private Capital’s third-quarter financial market report and outlook October 07, 2025 - Equity markets extended their strong run from the April lows, driven by expectations for interest rate cuts and increased government spending.
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.
Weekly Markets Roundup - Bubble or no bubble, that is the question November 21, 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 14, 2025 This week the longest United States (US) government shutdown in history came to an end.