Publications,
Insights & News

As the year wraps up, many investors start wondering whether their portfolios are still on track. This is one of the most hands-on times in my practice, and a chance to help clients feel organized before the new year begins. In my latest article, I share the key areas I review at year-end: performance, risk, tax-smart opportunities, and income planning. If you’re looking for a calm, clear approach to year-end planning, this is a good place to start.

Transparency is changing again for Canadian investors. Starting in 2026, new Total Cost Reporting (TCR) rules will give you a clearer view of what you’re really paying to invest; not just advisor fees, but the full cost of the products you hold. For many, it’s an opportunity to connect the dots between cost and value, and to have more informed conversations about performance, planning, and long-term goals. Here’s what you can expect when TCR takes effect.

Market volatility can test even the most seasoned investors. But history — and the data — show that the greatest risk often comes from stepping out of the market, not staying in it. In my latest article, I explore why “time in” the market consistently outperforms “timing” it, and how a disciplined, long-term approach helps protect both growth and peace of mind.

Finance Minister Francois-Philippe Champagne tabled the 2025 Federal Budget on November 4th.

Nine months into the year, markets have been stronger than many anticipated. Equity indexes posted sizeable gains, with the S&P 500, S&P/TSX, and MSCI EAFE up 13.7%, 21.4%, and 22.3%, respectively, year to date.

An introduction to this important legal process.

The second quarter of 2025 was marked by a volatile and complex stock market environment, influenced by various factors such as economic indicators, corporate earnings, and geopolitical events.

The unanswered questions surrounding potential tariffs on Canada, Mexico, China, and Europe have indeed come fast and furious, leading to much uncertainty and volatility in the markets.

Despite its ominous-sounding name, a death binder isn’t something to be afraid of; on the contrary, it can be a tremendous help for your loved ones in the event of your passing.

The year 2024 was a remarkable period for equity investors, with exciting technological advancements, welcomed interest rate cuts, and resilient consumer spending. As we look back, several key trends and events stand out that shaped the global investment environment.

Global markets performed well in the third quarter of 2024, continuing their positive trend this year. This was influenced by factors such as strong corporate profits, lower inflation, and interest rate cuts by central banks worldwide.

Unique insurance-based investment offers helpful estate-planning features.