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Secure your future and theirs

Whether tending to your loved ones, your business or your philanthropic endeavours, managing the complexities of your life requires deep understanding, personalized solutions and honest counsel. 
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Our insights

Grow Together - September 2024
Sometimes, the insights we pass onto our clients feel like a best kept secret. With this as our theme for Grow Together, we dive into lesser-known financial strategies like overlooked investment opportunities, the potential of Donor Advised Funds in legacy planning, and surprising ways to maximize RESPs. 
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Hail to the Chief
With much uncertainty surrounding the outcome of the upcoming U.S. election, many investors are concerned about various implications it could have on growth, inflation, and trade in the U.S. and beyond. What really drives the markets in the end?
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Can you have too much of a good thing?
Over the past several years, there’s been a dramatic rise in share prices for the S&P 500 Index’s top 10 stocks. This has led some investors to speculate whether the situation resembles that of the tech bubble in the 2000s. Is it time to cut and run? Maybe, or maybe not.
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Events

Whether in-person or virtual, we believe in the power of human connection. We deliver events that are impactful and time well spent.

Did you miss it? We recently hosted a special virtual client event, Are we there yet. Our in-house investment team shared insights and helped clients find their way to the ‘finish line’ through the market’s ups and downs. Click here to learn more.