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

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.

1 minute read

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…

1 minute read

2025

Crypto-curious investors test a cautious industry

March 11, 2025 - Andrew Feindel discusses how he approaches portfolio construction with cryptocurrencies for clients.

1 minute read

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.

1 minute read

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.

1 minute read

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…

1 minute read