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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…
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.