Recent Posts

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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October 2025 market update

Nov 06, 2025 - Canada Life

October was a month of mixed signals. While equities climbed and AI leaders like NVIDIA surged, Canada faced trade setbacks and a slowing labour market. The Bank of Canada responded with another rate cut....

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September 2025 market update

Oct 07, 2025 - Canada Life

Markets gained ground in September, lifted by rate cuts and easing inflation. Canadian and U.S. equities reached record highs, with materials leading performance. Gold rose, oil slipped....

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April 2024 market update

For the month ended April 30, 2024. Read our monthly update to find out what’s been moving markets....

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Revue des marchés de avril 2024

Pour le mois ayant pris fin le  30 avril 2024...

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Income attribution rules

Canada's tax system incentivizes individuals to transfer their investment assets to family members with lower incomes in order to reduce their tax burden. The benefits of doing so have grown over the last ten years....

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Alternative strategies for tax sheltered financial planning

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Attributes of a great financial advisor

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A RECENT INTERVIEW WITH ANDREW TRICOMI ON BECOMING AN ENTREPRENEUR AND GROWING HIS BUSINESS

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March 2024 market update

For the month ended March 31, 2024. Read our monthly update to find out what’s been moving markets....

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Supporting your parents financially

It’s more common for people to support their parents financially due to a lack of retirement savings and parents outliving their savings. Combining government assistance with a financial strategy can maintain financial stability for both generations....

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How to balance your career and caregiving duties 

If you’re balancing your career and caregiving, it’s important to seek help from your employer as well as your support network at home to help you mentally, physically and financially....

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How to talk with aging parents about finances

There are several reasons why it’s important to talk with your aging parents about money. There are strategies to help make the conversations less awkward and more productive....

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