Ideas & insights

 
 

Train arriving, symbolizing timely insights

Market Research

Get the latest market insights and trends from our internal research experts.

Market Ethos - 10 February 2026

Mixed signals

The economy is good, earnings growth is good, inflation is fine, this is a good foundation. These are more market structure or market behaviour concerns. This is, or could, create some opportunities.

Read more

Investor Strategy - February 2026

Same themes to start the year

The underlying foundation remains healthy and if the market pulls back enough could create an opportunity.

Read more

Wooden walkway over windy field

Tax & Estate Planning

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

Taxes

Understanding the Alternative Minimum Tax (AMT)

The Alternative Minimum Tax’s (AMT) scope is expanding, and it could impact more Canadians than ever before.

Read more


Ready for a second opinion on your financial future?

Take the first step by scheduling an Exploratory Call today. Let us assess your current situation, provide valuable insights, and help you determine if we’re the right partner to guide you towards achieving your financial goals. Whether you’re on track or need adjustments, our comprehensive review will give you the clarity and confidence to move forward. 

01

Exploratory Call

02

Discovery Meeting

03

Initial Findings Meeting