Monthly Financial Insight

September 2026

HNW Investors: Be Aware of the Realities of Elder Abuse

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August 2026

Estate Planning & Joint Ownership: The Good, Bad... & Ugly

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July 2026

Estate Planning: Two Overlooked Areas - Digital Assets & Pets

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June 2026

Emergency Planning: Preparing Financially & Beyond

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May 2026

Spring Cleaning? Simple Ways to Simplify Your Finances

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April 2026

Spring Training? The Health & Wealth Connection

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March 2026

Rising Equity Markets: You Asked—Do Valuations Matter?

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February 2026

Trillion Dollar Legacy: Farewell to CEO Warren Buffett

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January 2026

Highlights From the 2025 Federal Budget

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December 2025

Now More Than Ever: A Home Isn't a Retirement Plan

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November 2025

You Asked: How Much Should I Be Saving?

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October 2025

Year-End Housekeeping, Buffett Style

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September 2025

It's Time to Bring Kids to the Table

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August 2025

Mortgage Perspectives: Pay It Down Faster

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July 2025

Be Defensive With Dividends

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June 2025

Is Your Day-to-Day Living Impaired? The DTC May Offer Support

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May 2025

Worried About Beneficiaries? Revisit Your Estate Plan

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April 2025

Cryptocurrencies: A Brief Background on Bitcoin

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March 2025

Don’t Overlook the TFSA ‘Danger Zone’

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December 2024

What is Retirement Really Like?

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November 2024

Is It Time to Revisit the Annuity Option?

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October 2024

Before Year End: Your Financial Checklist

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September 2024

A Reminder: The Value of an Investment Plan

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August 2024

The Housing Market & Retirement Planning

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July 2024

Planning Ahead for the Sale of Your Home

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June 2024

Lessons Learned From the Summer Job

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May 2024

Women & Wealth: The Gender Question

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April 2024

Protect Yourself Against Phishing Scams

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March 2024

Insurance to Complement Fixed Income

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February 2024

The Greatest Wealth Transfer in History is Here

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December 2023

Investing and the Gender Question

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November 2023

Insurance & Women: The Gender Gap

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October 2023

Estate Planning: Consider the Longevity of Your Wealth

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September 2023

Why Sequencing of Returns Matters

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August 2023

Family Estate Planning: Five Estate Executor Mistakes

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July 2023

Estate Planning for the Blended Family

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June 2023

Teaching Kids: Coping with Higher Rates

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May 2023

The Benefits of Having a Portfolio Manager

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April 2023

How Does a Recession Impact My Portfolio?

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March 2023

Here Again: Personal Income Tax Season

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February 2023

Family Flying South to Escape the Canadian Winter?

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January 2023

For 2023: A Little More Happiness?

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November 2022

With Skyrocketing Property Prices: Make Cottage Succession Planning a Priority

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October 2022

Moving Abroad? Spending Extended Periods Outside of Canada? There May Be Financial Implications

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September 2022

Navigating Risk: Why We Rebalance Portfolios

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August 2022

Should I Purchase Life Insurance Online?

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July 2022

Estate Planning for the Blended Family

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June 2022

"Letters to a Young Investor"

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May 2022

Spring Cleaning Your Beneficiary Designations

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April 2022

The Potential to Retire Wealthier

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March 2022

The Psychology of Investing

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February 2022

Estate Planning: Protecting the Wealth Transfer

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January 2022

Doing Good: Why ESG May Be the Future

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December 2021

Estate Planning: Giving While Living

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November 2021

Small Business Owners: What's Your Succession Plan?

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October 2021

Talking to Children: The Hot Housing Market

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September 2021

The Role of the Executor: A Large One

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August 2021

Business Owners: The Estate Freeze

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July 2021

Perspectives on the Rate of Change

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June 2021

Common Investing Errors

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May 2021

The Great CPP Debate?

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April 2021

Is Bitcoin the Next Gold?

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