Monthly Newsletter

Featured monthly newsletter with content from subject matter experts.

Make better investment choices by understanding and reducing bias.

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Appointing an Executor

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Do you have a succession plan for your business?

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Love and Marriage and… Contracts

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Who will take care of my pets when I die?

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War of the Surviving Spouses – Who Gets the Pension?

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Tax Planning Using Private Companies

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Middle East Conflict: Reading Market Signals About Risks

Despite severe oil market disruptions, the Middle East conflict has coincided with surprising market resilience....

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Global Markets Commentary: Resounding Resilience

Most global equity indices turned in a surprisingly robust performance in April despite the unresolved Middle East conflict....

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Weekly Strategy Perspectives: Wrangling Risk

With stocks near all-time highs despite a backdrop of concerning headlines, investor psyches are understandably disheveled by the dissonance....

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Government of Canada releases Spring Economic Update 2026

On April 28, 2026, the Federal government released its fiscal update entitled Canada Strong For All – Spring Economic Update (SEU). ...

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Starting strong: A financial checklist for new grads

Graduating from university marks the beginning of a new chapter; one filled with opportunities to pursue your career goals and chase your personal dreams....

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Weekly Strategy Perspectives: Between the Lines: What to Watch for This Earnings Season

Earnings season is here (finally), providing the potential for keen insights into important macro themes. While AI can easily spit out summaries of the action, it’s the nuance of what’s not said....

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Beyond the Family Business with Luke Hansen-MacDonald: Evolving from Family Business to Family Office

Hosted by Luke Hansen-MacDonald, a second-generation family business leader, Beyond the Family Business is one of the most thoughtful and engaging podcasts about family enterprise in Canada....

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Geopolitics, inflation and the resiliency of markets

Geopolitics, persistent inflation, tariffs and rising government debt continue to shape the economic outlook across Canada, the U.S. and global markets. Yet despite heightened uncertainty and volatility, markets have proven remarkably resilient....

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Weekly Strategy Perspectives: Industrial Renaissance

AI and the infrastructure needed to support its development and use have dominated much of the narrative – and stock market performance – since the release of ChatGPT in November 2022....

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