Canada's Budget Highlights 2024 – 2025

Canada's Federal Government released its new budget for the year ahead providing key details on important support programs....

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Insights in 5: Adding Value Through Active Management

In his Q1 Update, Lee Bowes notes that February marked a crucial period for Private Wealth investors, featuring four major events: rebalancing to address portfolio drift, aligning portfolios with strategic views, raising funds for cash flow needs, an...

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Keeping Your Investing FOMO and FUD in Check

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March 2024 market update

For the month ended March 31, 2024. Read our monthly update to find out what’s been moving markets....

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Letter From Our CIO: Are We There Yet? And Other Musings from the World of Investing

In his latest blog, Counsel CIO Corrado Tiralongo discusses central banks, inflation, artificial intelligence, and the role of passive investing. With inflation waning and a soft landing in the cards, today’s investment environment appears supportive...

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Supporting your parents financially

It’s more common for people to support their parents financially due to a lack of retirement savings and parents outliving their savings. Combining government assistance with a financial strategy can maintain financial stability for both generations....

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How to balance your career and caregiving duties 

If you’re balancing your career and caregiving, it’s important to seek help from your employer as well as your support network at home to help you mentally, physically and financially....

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How to talk with aging parents about finances

There are several reasons why it’s important to talk with your aging parents about money. There are strategies to help make the conversations less awkward and more productive....

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February 2024 market update

For the month ended February 29, 2024. Read our monthly update to find out what’s been moving markets....

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The Sandwich Generation – Managing stress and finances

To successfully navigate the financial challenges of supporting your parents in the sandwich generation, having a financial strategy is essential. Consider Canada's government benefits and programs as well as community and family support....

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