Company news
2023
2023
Identity Theft: Prevention & Preparedness
August 12, 2023 - Scams, identity theft, and cybercrimes can target anyone, anywhere, at any time – even the most vigilant, writes Lynn MacNeil.
2023
Are funds-of-funds the right play for client portfolios?
August 10, 2023 - Francis Sabourin discusses funds-of-funds beyond traditional stocks and bonds: “After the market we had last year, we’re seeing more solutions to…
2023
How to overcome subconscious biases that interfere with financial decision-making
August 1, 2023 - Alexandra Horwood, along with Alysha To and other advisors share ten money management books they recommend reading this summer.
2023
Incorporating comes with both benefits and questions for professionals
July 26, 2023 - In an article with the National Post, Tricia Leadbeater discusses how incorporating allows many significant freedoms beyond the flexibility that comes…
2023
Ten money management and investing books you should read this summer
July 20, 2023 - Alexandra Horwood, along with Alysha To and other advisors share ten money management books they recommend reading this summer.
2023
Should you count your home as part of your nest egg? A practical guide
July 23, 2023 - When it comes to factoring a home's value into into financial planning, Ty Cooke says that "downsizing doesn't necessarily mean less…
2023
When (you’re told) a new client wants a complicated investment strategy
July 20, 2023 - Craig Machel discusses the importance of knowing your client, starting from scratch and getting to know one another regardless of whether…
2023
Breaking down what it costs for advisors to deliver results
July 18, 2023 - Alexandra Horwood says it’s critical to show clients what they get in exchange for the holistic wealth management services they pay…
2023
Money Mindset: Abundance & Scarcity
July 13, 2023 - Lynn MacNeil's latest article with The Montrealer delves into how our money mindset influences how we spend, how we save, and…