For many families, summer’s first long weekend marks the official kick-off of “cottage” season. And whether you call it a cottage, cabin or chalet, these sanctuaries provide a perfect escape from the hustle and bustle of daily life, offering a

As we step into the New Year, many of us are setting intentions to improve our personal and professional lives, alongside our health and well-being. But an area that often gets overlooked is managing our wealth. We asked our team of seasoned portfolio managers to offer their perspectives on what you should be thinking about as you map out your financial future. Their professional insights and personal resolutions may inspire you to take stock of your

As we celebrate International Women’s Day 2023, it seems fitting to reflect on how the face of women and wealth is changing – and what remains the same. First, the good news. A recent McKinsey report indicates that “an unprecedented amount of assets will shift into the hands of US women over the next three to five years, representing $30 trillion…by the end of the decade.” That same shift is happening in Canada too. There will be much more

Family Day, observed in many provinces across Canada, gives Canadians an opportunity to come together with loved ones and revel in together time. It may also be a time to think about something that’s especially meaningful—the future of your family’s financial legacy and wealth. According to a recent report from global investment firm, UBS Global, “over the next 20 years, the world will experience the greatest transfer of wealth in history w