PORTFOLIO MANAGEMENT & INVESTING BEHAVIOUR

Canada’s 2025 federal budget, delivered on November 4th instead of the usual spring release, marks a shift toward what Prime Minister Carney calls a “generational” investment in the country’s future.
Market Insights By Dr. James Thorne: The 2026 Market Forecast

Lean into the new cycle and ignore the noise. As we approach 2026, James Thorne shares his insights for the new year with investors, highlighting the significant changes happening in the U.S.
UPDATE ON FISCAL SPENDING, DEBT & TAXES

One of the questions we’ve/I’ve had from clients during the prolonged bull market is: how often should I change my risk tolerance? The answer: Not often.
Market Insights By Dr. James Thorne: IGNORE THE NOISE

Are serious structural adjustments needed in Canada? With an upcoming election and changes in U.S. leadership, James Thorne says investors must be prepared for big economic changes. Stay tuned for more details in his February #MarketInsights coming soon. #Investing
ESTATE PLANNING

As an investor, wouldn’t it be great to travel back in time 30 years to alter the course of the future? Knowing what you know now, would you choose to do things differently?
Market Insights by Dr. James Thorne: 2026 and the King Dollar Revival

Are serious structural adjustments needed in Canada? With an upcoming election and changes in U.S. leadership, James Thorne says investors must be prepared for big economic changes. Stay tuned for more details in his February #MarketInsights coming soon. #Investing
THE SEASON OF GIVING

As an investor, wouldn’t it be great to travel back in time 30 years to alter the course of the future? Knowing what you know now, would you choose to do things differently?
NAVIGATING CHALLENGING TIMES

As an investor, wouldn’t it be great to travel back in time 30 years to alter the course of the future? Knowing what you know now, would you choose to do things differently?
WARREN BUFFETT IS “LEAVING THE BUILDING”…

As an investor, wouldn’t it be great to travel back in time 30 years to alter the course of the future? Knowing what you know now, would you choose to do things differently?
HIGH-NET-WORTH INTERGENERATIONAL WEALTH PLANNING:

As an investor, wouldn’t it be great to travel back in time 30 years to alter the course of the future? Knowing what you know now, would you choose to do things differently?