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2025
How gifts, trusts and the lifelong learning plan can fund an education
May 1, 2025 - Andrew Feindel shares how he helps clients explore options beyond RESPs — from structuring gifts and trusts to using the Lifelong…
2025
Planning cash flow in advance is a comfort during a time of market volatility
April 28, 2025 - Andrew Feindel discusses how market uncertainty due to tariffs underscores the need for advisors to explain all the possible portfolio scenarios…
2025
Tariff-wary Canadian investors turned to fixed income, international stocks this RRSP season
April 30, 2024 - Ida Khajadourian shares her approach to navigate the uncertainty when clients were wary of jumping into the market with tariff threats…
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.
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" —…
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…
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.