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 - Caught between conflict and relief April 10, 2026 Markets are increasingly being shaped by developments in the Middle East, with the recent ceasefire offering only modest reassurance.
Weekly Markets Roundup - first quarter resilience tested, not broken April 06, 2026 The first quarter of 2026 delivered no shortage of headlines—geopolitical tensions, Artificial Intelligence (AI) concerns, and renewed trade uncertainty.