by Monty Souther, PFP®, CFP® | May 12, 2026 | Financial Planning, Investing, Taxes
Imagine reviewing an investment portfolio that matches your exact risk tolerance and long-term personal goals. The mix of equities, bonds, and alternative assets looks optimized on paper. Yet, beneath the surface, a quiet inefficiency might be eroding your returns...
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 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...
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