Our Insights, Blogs
& Publications

Here are 10 ways financial planning can help you navigate life’s uncertainties with confidence and clarity.

Finance Minister Francois-Philippe Champagne tabled the 2025 Federal Budget on November 4th.

Nine months into the year, markets have been stronger than many anticipated. Equity indexes posted sizeable gains, with the S&P 500, S&P/TSX, and MSCI EAFE up 13.7%, 21.4%, and 22.3%, respectively, year to date.

In this discussion, we discuss why Canadian investors should be thinking beyond North America.

The second quarter of 2025 was marked by a volatile and complex stock market environment, influenced by various factors such as economic indicators, corporate earnings, and geopolitical events.

In this discussion, Joe unpacks why investing is never just about numbers, its about how emotions drive both human behaviour and why recognizing those feelings is key to making sound investment decisions.

In this edition of Friday5, Richard walks us through the most common mental traps investors fall into during market downturns, and how being aware of them can make all the difference.

The unanswered questions surrounding potential tariffs on Canada, Mexico, China, and Europe have indeed come fast and furious, leading to much uncertainty and volatility in the markets.

In times of market turbulence, it's crucial for investors to maintain a level head and avoid making rash decisions. Here are three effective ways that we use to help manage your portfolio during chaotic periods without resorting to panic selling.

In this edition of Friday5 Nicole Chamberlain, a tax professional, owning and operating Organic Financial Services (formerly NC Tax Services), shares with us how to make tax season less stressful by giving us tips how to make filing easier and common missed tax savings opportunities.

In this discussion, Mike Greenberg, Vice President and Portfolio Manager at Franklin Templeton Investment Solutions, shares his insights on the evolving trade landscape, monetary policy, and market volatility.

In this edition of Friday5, we are pleased to welcome Domenic Bellissimo, Vice President & Portfolio Manager with Dynamic Funds. Domenic shares his knowledge of the fixed income market, giving us an understanding of how it differentiates from equity, and a broader understanding of the market and it’s outlook.