Recent Posts

January 2026 market update

Feb 05, 2026 - Tom Fraser

January markets reflected shifting trade dynamics, persistent inflation, and rising global risk – all building pressure beneath the surface. Geopolitics, central bank decisions and energy markets contributed to the tremors shaping the investment land...

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December 2025 market update

Jan 08, 2026 - Canada Life

Global markets ended 2025 on a cautious upswing, with resilient North American growth, soft demand in China, and record highs in key commodities shaping the outlook for 2026....

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November 2025 market update

Dec 04, 2025 - Canada Life

Markets may look calm, but the details tell a different story. Canada’s ambitious budget, Japan’s tariff struggles, and the U.S. emerging from its longest shutdown ever are shaping the global outlook....

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RRSPs and TFSAs: Ways to save on a budget

Dec 20, 2022

Matching each saving option to your specific financial situation...

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Tips for talking to a financial security advisor for the first time

Jul 25, 2022

Does the thought of financial security planning feel like unknown territory?...

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Reducing the borrowing costs of your mortgage

Mar 25, 2022

What would a lower mortgage mean to you and your family?...

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How you can teach your children about financial literacy

Nov 15, 2021

Use these age-based strategies to teach your kids how finances work and how to manage their own money...

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Socially responsible investing

Oct 22, 2021

You’re passionate about social and environmental issues and you want your investment portfolio to match your values....

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The benefits of responsible investing

Oct 01, 2021

Across Canada, investors are looking to use the power of their portfolios by choosing investments that not only provide strong returns, but also help make a positive difference to society...

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Three strategies for comfortable investing

Jul 01, 2021

Asset mixes shift to a more conservative approach when people near retirement...

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Save early and get the benefits of compound growth

Apr 15, 2021

Saving earlier can help unleash the power of compound interest on your savings...

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Focusing on personal investments is crucial for small business owners

Mar 27, 2021

If you’re a small business owner, you’ve likely been challenged in ways like never before due to the global pandemic...

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Protect your investments from dips in the market with segregated funds

Oct 15, 2020

Learn about using segregated funds. Protect your savings...

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