Company news
2025
2025
Stop trying to sell life insurance to Gen Z
April 15, 2025 - Alysha Tse shares that practical advice clicks for her younger clients, and when it comes to life insurance.
2025
Surprise, Gen X! History didn’t end, your RRSP is tanking and the nihilism isn’t fun anymore
April 15 2025 - Near retirement? Your timing matters more than you think. Evan Riddell helps clients navigate what's often called "the fragile decade" —…
2025
Playing it smart with private credit
April 15, 2025 - With market volatility top of mind, Craig Machel shares how he helps clients navigate the uncertainty by building portfolios designed for…
2025
For young investors looking for bond exposure, it’s best to keep it simple: experts
April 8, 2025 - Diana Orlic explains that her first step with younger clients is to educate them about the bond market and the role…
2025
Finding a Trustworthy Financial Advisor: What You Need to Know
April 7, 2025 - Lynn MacNeil shares what credentials to look for from independent advisors in all stages of your wealth management.
2025
Understanding the psychology of investing matters more than ever
April 2, 2025 - Tim Conlin explores how understanding the psychology of investing can help investors resist emotional reactions and stay focused on long-term goals.
2025
Why market volatility is an opportunity to build trust and enhance long-term returns
March 31, 2025 - Craig Machel explains that with the right approach to portfolio construction, it’s possible to capitalize on market volatility while delivering solid…
2025
Navigating Uncertainty: U.S.-Canada Tariffs and Investing
March 24, 2025 - In an article for The Montrealer, Lynn MacNeil explains that during trade disputes, there are steps investors can take to navigate…
2025
How to create calm in the chaos
March 24, 2024 - Joelle Hall outlines how wealth advisors can mitigate behavioural biases by creating a wealth plan to reduce the impact of market…