Insights & Articles

Market Perspectives
5/29/2025
Court rules against IEEPA tariffs, but the trade war is certainly not over
Markets & Investing
Client Story - Building Wealth and Securing Your Family’s Future
5/29/2025
The dual benefits of insurance.
Life Events, Lifestyle & Technology
Read
Read
Whole Life Insurance
5/16/2025
A stable option for your financial plan
Life Events, Lifestyle & Technology
2025 Ontario Budget Highlights
5/16/2025
On May 15, 2025, Peter Bethlenfalvy, Minister of Finance tabled the 2025-26 Ontario budget.
Tax Planning
Insurance as Part of a Total Wealth Solutions Strategy
5/15/2025
Protect and enhance your wealth.
Life Events, Lifestyle & Technology
Read
8 Reasons Insurance May Belong in Your Financial Plan
5/8/2025
Insurance is more than a safety net; it plays a crucial role in your long-term wealth strategy.
Life Events, Lifestyle & Technology
Read
Insights and Strategies
5/5/2025
Are we past peak 'shock and awe'?
Markets & Investing
Read
Market Perspectives
4/29/2025
Liberals win 4th term - looking at market performance under various governments
Markets & Investing
5 Ways Financial Advisors Manage Volatility to Safeguard Your Investments at Raymond James
4/24/2025
Market volatility can feel like navigating choppy waters without a compass.
Markets & Investing
Read
Market Perspectives
4/23/2025
Examining how markets perform through economic contractions
Markets & Investing
Market Perspectives
4/16/2025
BoC pauses rate cuts, to hold at 2.75%, proceeding cautiously due to "pervasive uncertainty"
Markets & Investing
Market Perspectives
4/9/2025
The week after liberation day takes markets on a roller coaster ride
Markets & Investing