When markets are near record highs, waiting can feel prudent. But successful investing rarely depends on finding the perfect moment.
Understanding What Is Possible During the Unimaginable
2026-08-26, Jennie Hansen, CFP
The most important financial decisions often arrive when we least expect them. A flexible financial plan can help you navigate the future with confidence.
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Delaying CPP for a Bigger Paycheck
2026-08-06, Jason Reed, CFA
We compare three strategies for creating guaranteed, inflation-protected income for the rest of your life – delaying CPP, self-insuring and life annuities.
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The Cost of Longevity
2026-08-04, Jason Reed, CFA
How long will your retirement last? If you’re relying on savings to create guaranteed retirement income, longevity risk is not something you should ignore.
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The Benchmark That Matters Most
2026-06-10, Jesse Brewster, CIM
In life and investing, benchmarks can be both helpful and harmful. In financial planning, it’s important to keep the focus on outcomes rather than comparisons.
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Mortgage Certainty vs. Investing
2026-03-25, Jennie Hansen, CFP
With today’s economic uncertainty, even high-income Canadian homeowners are facing unexpected pressure from rising rates and mortgage renewals.