NEW YEAR’S PERSPECTIVES
In both life and investing, meaningful achievements rarely happen overnight. From towering sequoias to majestic mountains, some of the universe’s most impressive features emerge gradually, through quiet, persistent growth.
BEYOND BASIC PROTECTION
For high-net-worth (HNW) investors, insurance can play a far more strategic role than simply providing protection. With
greater wealth comes more complex structures, broader objectives and, often, a desire to ensure that hard-earned success creates a lasting impact.
SUPPORTING OTHERS & YOURSELF
Administering an estate can be a time-consuming and complex task, often made more challenging by emotionally difficult circumstances.
MACROECONOMIC PERSPECTIVES
The eleventh letter of the alphabet has taken on new meaning. The letter “K” is now used to describe the bifurcation in today’s economy.
LOOKING BELOW THE SURFACE
After equity markets continued to reach new highs in 2025, there have been renewed concerns about elevated valuations.
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.