Four year-end tax questions to consider December 03, 2025 - Year-end is a great time to review your financial situation. Taking time to address the following questions can help you make the most of available tax benefits and set a strong foundation for the year ahead.
Charitable giving and tax savings this festive season November 13, 2025 - Ahead of National Philanthropy Day on November 15, many people start thinking about giving back.
The secret to success in wealth management November 05, 2025 - Clients come to us for different reasons: some for our breadth of investment solutions, others because they were referred by a friend or a family member. Some choose Connor, Clark & Lunn Private Capital Ltd. because they want an independent firm managing their wealth.
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.
Weekly Markets Roundup - AI drives returns, and not just in the US May 08, 2026 Despite the conflict in the Middle East, rising oil prices, and ongoing uncertainty, equity markets continue to push higher.
Monthly Markets Roundup - From conflict to conviction as AI drives US market leadership May 01, 2026 April marked a shift in what is driving markets. While geopolitical developments in the Middle East continued to dominate headlines, their influence on market direction began to moderate.