Wealth Management Insights

Now that you know what your puzzle should look like when completed, it’s time to lay out all your pieces!

Imagine building a puzzle without knowing what the final picture will be. How much more difficult would that puzzle be? How much longer would it take for you to finish it?

The difficult month for equities began with the announcement of tariffs by Donald Trump on April 2nd. Economic theory and history, should the tariff scheme be implemented as proposed, predicts that the U.S., Canadian and the global economy will likely fall into recession.

The primary purpose of retirement savings is to generate income. The rate of return earned, and the sequence of these rates of return, when withdrawals are made will determine how long a retiree’s portfolio will last.

The amount deposited into a Tax Free Savings Account (TFSA) is subject to a yearly contribution limit.

As the North American society has moved away from employment-based pension plans everyone is responsible to save for their retirement, and Registered Retirement Savings Plan is a fundamental tool to save.

The financial numbers and data you need in one place, summarized and simplified.

The most influential events affecting markets was the inauguration of President Donald Trump and his introduction of tariffs on imports into the United States. Tariffs that were initially described as measures to protect American jobs and security have caused equity markets to reverse their recent success

Equity performance during the second month of 2025 was weak.