by Scott Nelson | Apr 13, 2026 | Estate Planning, Financial Advisors, Financial Planning
An unprecedented shift is occurring in the Canadian financial landscape. Over the next two decades, an estimated $1 trillion will transition from Baby Boomers to Gen X and Millennials. This “Great Wealth Transfer” represents the largest intergenerational...
by Kateryna McVeigh | Feb 11, 2026 | Financial Advisors, Financial Planning, Investing, Taxes
Many successful Canadians are drawn to self-directed investing for understandable reasons: lower visible fees, greater control, and the satisfaction of managing their own financial future. For high-income professionals and entrepreneurs, DIY platforms can feel...
by Monty Souther, PFP®, CFP® | Jan 14, 2026 | Financial Advisors, Investing
When you’ve worked years to build substantial wealth, the decisions you make about who manages it carry weight far beyond portfolio performance. For high-net-worth individuals, the relationship with a financial advisor is foundational to preserving legacy,...
by Scott Nelson | Dec 19, 2025 | Financial Advisors, Financial Planning
Choosing a financial advisor is one of the most important decisions high-net-worth individuals make. Ideally, it’s a long-term partnership built on trust, transparency, and strategic alignment. But as your wealth grows and life becomes more complex, the advisory...
by Monty Souther, PFP®, CFP® | Sep 23, 2025 | Financial Advisors, Financial Planning, Taxes
Sudden wealth can arrive in many forms — selling a business, receiving a large inheritance, or experiencing a financial windfall such as a settlement or stock payout. While these events often bring relief and opportunity, they also raise complex questions: What should...
by Arif Kanji, CFP, CLU | May 23, 2025 | Financial Advisors, Financial Planning
The financial services industry is evolving faster than ever. In 2025, artificial intelligence (AI), robo-advisors, and algorithmic platforms are now deeply woven into how portfolios are built and rebalanced. These tools offer impressive capabilities — instant access,...
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