by Benjamin Lewandowski, CFP, CIM | Nov 28, 2025 | Financial Planning
For affluent Canadians, staying informed means curating relevant information that shapes long-term outcomes. Markets shift, tax rules change, and new opportunities emerge before they reach mainstream awareness. Successful investors rigorously filter, think globally,...
by Kyle Campbell | Nov 21, 2025 | Financial Planning, Group Benefits
As a business owner, you dedicate yourself to building an organization defined by excellence, stability, and, above all, the quality of its people and their lives. Your top-tier team members are not just employees; they are critical assets whose collective expertise...
by Kateryna McVeigh | Oct 23, 2025 | Financial Planning, Investing
Wealth is more than just numbers—it’s a reflection of values, experiences, and aspirations. As high-net-worth individuals, understanding how different generations approach investing, spending, and legacy planning is crucial. While the trends discussed here offer...
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 Scott Nelson | Jun 12, 2025 | Financial Planning, Investing
The world of investing is at a crossroads. Environmental, Social, and Governance (ESG) investing, once lauded as the future of conscientious capitalism, is facing a period of intense scrutiny. Political debates and a shifting regulatory landscape in 2025 have left...
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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