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.

1 minute read

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" —…

1 minute read

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…

1 minute read

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…

1 minute read

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.

1 minute read

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.

1 minute read

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…

1 minute read

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…

1 minute read

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…

1 minute read