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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Capital Markets Assumptions and Themes – Outlook for 2026

To be a successful investor, it’s important to look beyond individual asset classes and consider how powerful, long-term economic shifts – like those we’re seeing in geopolitics, technology and capital markets – could reshape the investing landscape....

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Early wealth transfer is on the rise

Every generation experiences money-related challenges, but with soaring housing prices, mounting student debt and an unforgiving job market, many young Canadians are feeling the strain. The impacts of these financial headwinds could be spilling into...

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Weekly Strategy Perspectives: Level-setting the ABCs of 2026

The Through Line: In 2025, we saw a swarm of trends, concerns and surprises – many of which will follow us into the new year. Some of the themes rhymed with prior periods, while others permanently bent the arc of specific trajectories. Investors may...

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Weekly Strategy Perspectives: Surprise, Surprise

The Through Line: For writers and poets, surprise is a gift. But investors hate plot twists – and 2025 had more than its fair share. We look back at some of the year’s biggest eye-openers, highlighting key lessons that can be carried forward into the...

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Top 5 wealth lessons learned in 2025

This past year will be remembered as a roller coaster ride. Between increasing tariffs, falling interest rates, fluctuating economic growth, and the familiar estate planning and tax-related issues that always arise, there was plenty to keep us on our...

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Beyond the Portfolio Podcast: Equity Market Outlook for 2026

Solid fundamentals in economic growth and earnings, alongside easing monetary and fiscal policy are setting the conditions for a fairly optimistic outlook for equity markets in 2026....

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Weekly Strategy Perspectives: Fearless Forecasts

The Through Line: It’s been a year of market-moving events on every front imaginable – from sharply pivoting trade policy to technological innovation. Yet, global equity indexes have powered through in fine fashion, flirting with double-digit gains f...

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What two Stanley Cup runs have taught Oilers’ Kris Knoblauch about leadership

Two seasons. Back-to-back Stanley Cup Finals. Only two coaches in NHL history have reached 80 wins faster. Kris Knoblauch has certainly made his mark since arriving in Edmonton as the Oilers’ Head Coach in 2023......

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Economic Outlook: Insights Into 2026

Despite trade uncertainty due to U.S. tariffs on Canadian imports, the Canadian economy has held up better than we would have expected.......

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Weekly Strategy Perspectives: Holiday Shoppers - Hopeful Harbinger or Hopelessly Over Their Skis?

The Through Line: The critical holiday shopping season is in full swing, with consumers on the hunt for bargains. Investors, on the other hand, are busy tracking down themes that can help them peg the trajectory for 2026, reflecting consumption’s pre...

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