Latest Blog Posts

28 November, 2023

Estate Planning: First Steps

Estate Planning: First Steps introduces the key reasons why everyone should have an estate plan Whether your assets are big or small...

21 November, 2023

It’s a significant life change when your roles have reversed and you’re the one helping a parent with daily living. Meanwhile, you...

14 November, 2023

In the following article, Sam Febbraro, EVP, Portfolio Services, shares how you can manage sudden wealth responsibly and face the different...

7 November, 2023

For most investors and portfolio managers, tax-loss selling – or tax-loss harvesting – is typically near the top of the list of year-end...

25 October, 2023

Taking on the biggest issues investors are talking about these days: inflation and the U.S. debt ceiling. In his Q3 update, Simon begins...

18 October, 2023

After the markets posted a strong first half fueled by the promise of Artificial Intelligence and falling inflation, the realities...

2 October, 2023

In this four-minute video, you’ll hear from three of our investment specialists: EdgePoint Wealth Management, Brown Advisory, and Mawer...