The 60/40 portfolio isn’t what it used to be. Today, bonds have lost some of their defensive edge, while equities remain vulnerable to shifting investor sentiment, policy changes, and global uncertainty — including rising tariffs and renewed trade tensions. In these volatile times, building a resilient portfolio means finding new ways to adapt and protect against unpredictable swings. [...] Read more

In the ever-evolving world of financial advice, one key factor often stands out as a game-changer: mentorship. Whether you’re a novice entering the industry or a seasoned professional, a mentor’s guidance and support can significantly shape your career trajectory and enhance your ability to navigate the complexities of financial markets. [...] Read more

What do you do when you know one of your clients will be best served by an individual pension plan (IPP), but you’re not sure how to begin explaining the intricacies of what can come across as a complex solution? Let’s walk through a case study.
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Business owners are rethinking their approach to competing for talent with limited funds by focusing on holistic preventative benefits. By adding or increasing support for employees based on their personal needs, lifestyle, and family, they are better positioned to retain staff and attract new workers. In recent years, it’s become clear that several coverage areas are especially important to address to attract and retain female employees. [...] Read more

With Baby Boomers in Canada holding an estimated $1 trillion in assets set to transfer between generations in the coming years, the Great Wealth Transfer is transforming the landscape of financial advising. For high-net-worth (HNW) clients, legacy planning is no longer just about tax strategies and trust structures — it’s about ensuring their stories, values, and life philosophies endure.[...] Read more