Newsroom

  • All
  • Articles
  • Farm Management
  • Market Insights

Diverse Options for Selling a Canadian Farm: Strategies for Farm Transition

Diverse Options for Selling a Canadian Farm: Strategies for Farm Transition Navigating the sale of a farm is a significant decision for Canadian farmers, necessitating careful consideration of various factors, including personal objectives, financial goals, and available selling options. Understanding the spectrum of avenues available empowers farmers to make informed ...
READ MORE »

CPP: FOUR THINGS YOU MAY NOT KNOW

The Canada Pension Plan (CPP) has been in the spotlight as the Alberta government proposes creating its own retirement plan. For the answers to some questions about Alberta’s potential divorce from the CPP, see: https://www.cbc.ca/news/business/cpp-app-pension- questions-1.7011117. Most of us contribute to the CPP through our employment income, with the expectation ...
READ MORE »

Looking Forward: Growth Will Continue

As the economy begins to show signs of slowing, we may need a reminder to focus on the positives. Today, it appears that interest rates are steadying, and inflation is being kept under the watchful eyes of the central banks. It’s also worth mentioning that many underlying factors continue to ...
READ MORE »

Back to Basics: Portfolio Composition Asset Allocation & Portfolio Risk

Recent market volatility is a reminder that equity markets are inherently cyclical by nature. At the start of the year, the Wall Street Journal profiled investors who used leverage alongside an investment thesis of “buy and hope”— a fortuitous approach during bull market times — only to experience an awakening ...
READ MORE »

Estate Planning Objectives: Eight Questions to Ask

Estate planning is an important consideration for every investor’s wealth plan. We often talk about the importance of the mechanics of the estate plan, such as the use of wills, power of attorney, insurance, trusts and ownership of assets. These are fundamental in helping to protect, manage and distribute assets ...
READ MORE »

Market Insights by James Thorne: Riding The Bull In The Midst Of Chaos

Investing Strategies For A New Era Of Growth And Innovation “I never seen you looking so bad, my funky one.” – Steely Dan In the investment world, volatility and uncertainty often reign, evoking a sense of unease. Remembering the call for 3000 on the S&P 500 Index in late 2022, ...
READ MORE »