In the face of rising valuations, we must ask ourselves what is driving performance when determining whether to hold, add or move on.
What You Need to Know About Tax Planning in 2026
2026-01-29, Vanessa McNabb
Tax changes in 2026 may appear modest, but understanding updates to income thresholds and registered account limits can support more effective planning.
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Q4 2025 Market Letter
2026-01-12, Mathew Hermary
In 2025, market dominance moved beyond the US, while Canadian and international equities outperformed, led by financials, industrials and materials.
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A Perspective on Performance (and a Musical Dream Foregone)
2025-12-05, Joe Jugovic
From a commodity collapse to the internet bubble, Joe’s stories from over 25 years in the business feel especially relevant in today’s environment.
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2025 Pooled Fund Realized Distribution Guidance
2025-11-28, Vanessa McNabb
This note provides preliminary guidance on the estimated capital gains to be distributed from our pooled funds at the end of the year.
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Financial Literacy – A Foundation for Long-Term Stability
2025-11-27, Jesse Brewster
Ensuring younger generations have the proper knowledge and skills to carry them through life is a responsibility we take seriously.