Happy New Year and welcome to 2025! Looking back, 2024 was a year of steadier markets, a much-talked-about political climate, and plenty of uncertainty.

As we set our fitness goals for 2025, it’s also a good time to complete our financial checkup. Let’s look at a few areas to consider.

As we conclude 2024, there have been many notable developments across North America, prompting investors to reassess their perspectives, particularly in recent weeks.

As we head into 2025, Canadian savers are receiving an important update regarding their Tax-Free Savings Account (TFSA).

There are many ways of using life insurance as a charitable giving tool. One common strategy is to name a charity as the beneficiary of an individually owned policy, resulting in a donation receipt equal to the insurance proceeds paid on the insured’s death.

I find the summer a great time to catch up on my reading as I sit around the pool or lounge on the deck. Whether you’re a seasoned investor or just starting out, there’s always something new to learn in the world of finance.

As Q2 2024 draws to a close, we reflect on the divergent monetary policies that have influenced North American equity markets and led to unexpected outcomes.

Understanding the real facts about mortgages is crucial for making informed decisions that can save you time, money, and stress. Unfortunately, there are many myths out there that can lead to confusion or missed opportunities. In this newsletter, we’ll debunk some of the most common mortgage myths.

Critical illness (CI) insurance is an important part of each person’s financial plan. This type of insurance provides additional coverage for medical emergencies like heart attack, strokes or cancer as these illnesses often incur greater than average medical costs.

Ottawa, Ontario, Canada’s vibrant capital, transforms into a lively playground during the summer months. With its unique blend of history, culture, and natural beauty, the city offers a plethora of activities that cater to all interests.

Our primary goal is to ensure Electronic Funds Transfers (EFTs) and Wire orders are initiated, executed, and approved in a secure manner while meeting the needs of our clients. We want to ensure that you receive your fund requests when you need it; for example, buying a new car or any other purchase.
Please be reminded of the following process to ensure no delays are encountered for funding requests.

As we turn the page on the first quarter of 2024, we wanted to provide a recap of the market’s performance and highlight some key trends that may impact your portfolio in the coming months.