Comprehensive guidance to support your needs

While our clients certainly encompass a wide range of ages and occupations, what really makes each different from the next is that no two have the same goals, needs or situation. Someone heading for retirement shortly is going to need a different plan from someone saving for their first house, or someone who is an executive looking to make the most of their company benefits. The point is, each is unique. That’s why we are so insistent on developing a personalized plan for every client we serve – including you. We won’t just grab something off the shelf, we’ll build it around you. It has to be right for your life.

Watch our latest Client Insights webinar.
Watch Video
Markets & Investing
Market volatility can feel like navigating choppy waters without a compass.
Read
Markets & Investing
Examining how markets perform through economic contractions
Read
Markets & Investing
BoC pauses rate cuts, to hold at 2.75%, proceeding cautiously due to "pervasive uncertainty"
Read
Markets & Investing
The week after liberation day takes markets on a roller coaster ride
Read
Markets & Investing
Fast Takes on Market Trends
Watch Video
Markets & Investing
Liberation day tariff package hits hard around the world.
Read
Markets & Investing
Watch our latest Client Insights webinar.
Watch Video
Tax Planning
On March 25, 2025, Quebec’s Finance Minister, Eric Girard, released the province’s 2025-2026 budget.
Read
Tax Planning
On March 19, 2025, Saskatchewan Minster of Finance, Jim Reiter, released the province’s budget for the 2025-2026 fiscal year.
Read
Tax Planning
The sale of a business opens multiple options in retirement.
Read
Retirement & Estate Planning
In this brief video, Jamie Coulter, CEO of Raymond James Ltd., discusses the implications of the US-Canada trade dispute.
Watch Video
Life Events, Lifestyle & Technology