As we reach the midpoint of 2025, it’s a great time to pause, reflect, and refocus your financial strategy. This summer, we explore how to stay grounded amid global policy shifts, market volatility, and the illusion of speed in today’s fast-paced world. Discover timely insights on supporting the next generation with home purchases, planning tax-efficient withdrawals, and understanding the implications of joint ownership in estate planning. Plus, we unpack the recent U.S. credit downgrade and what it could mean for Canadian investors.
Let’s make the second half of 2025 a season of clarity, resilience, and smart financial decisions.
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