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 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 Benjamin Lewandowski, CFP, CIM | Apr 22, 2025 | Financial Advisors, Financial Planning, Investing, Retirement Planning
When securing your financial future, choosing the right financial advisor is one of the most important decisions. Whether you’re planning for retirement, building wealth, or navigating major life changes, the right financial plan can make all the difference in...
by Benjamin Lewandowski, CFP, CIM | Dec 12, 2024 | Financial Advisors, Financial Planning, Investing
Navigating the world of finance can be daunting, especially when it comes to understanding the roles of different professionals who can help you achieve your investment goals. Among these professionals, Portfolio Managers (PM) and Financial Advisors (FA) are key...
by Arif Kanji, CFP, CLU | Nov 19, 2024 | Investing
Physicians have demanding careers, but with the long hours and high stakes come a high earning potential. While investing in Registered Retirement Savings Plans (RRSPs) and Tax-Free Savings Accounts (TFSAs) is critical for tax savings, physicians are often left with...
by Arif Kanji, CFP, CLU | Oct 17, 2024 | Investing
Investing can take you in unique directions when you look beyond stocks, bonds, and cash, opening new avenues for growth. Alternative investments present many opportunities that appeal to seasoned investors and those looking to diversify their wealth and plan for the...
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