Company news
2025
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…
2025
What are alternative investments?
March 13, 2024 - In a video interview with The Expert Exchange, Mathis Baumbach discusses alternative investments and the unique opportunities they present.
2025
Europe is rearming, is it time to look at defence stocks?
March 12, 2025 - Francis Sabourin outlines why a run up in defence stocks has been largely localized to European markets, and how some advisors…
2025
Crypto-curious investors test a cautious industry
March 11, 2025 - Andrew Feindel discusses how he approaches portfolio construction with cryptocurrencies for clients.
2025
The importance of keeping faith in a long-term plan
March 6, 2025 - Staying focused in fluctuating markets is crucial. Evan Riddell explains the power of a long-term perspective.
2025
Not Everyone Needs a Wealth Advisor… Do You?
March 5, 2025 - Is a wealth advisor right for you? Lynn MacNeil offers expert guidance on making smart financial choices.
2025
Why some clients are producing documentaries and books as part of their legacy planning
February 3, 2025 - Joseph Bakish highlights the value of video services for "before I go" wishes in estate planning. “It’s not just about the…