Buffett’s Retirement & Lessons From a 60-Year Run
It is the end of an era: after 60 years at the helm, one of the world’s most closely watched investors has stepped down as CEO.
FINANCIAL RESOLUTION TIME
Happy 2026! If improving your financial well-being is on your list of New Year’s resolutions, a great place to start is with your estate plan.
RRSP SEASON IS HERE AGAIN
While many of us are unhappy about the high taxes we pay, one way to ease the burden is by fully using tax-advantaged accounts.
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?