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The Benchmark That Matters Most

2026-06-10, Jesse Brewster

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

With today’s economic uncertainty, even high-income Canadian homeowners are facing unexpected pressure from rising rates and mortgage renewals.

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A Few Thoughts on Digital Security

2026-02-25, Jason Reed

AI-generated deepfakes are easy to fall for, and they’re making financial scams more sophisticated than ever.

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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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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.

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