News & Views

Aurora Ball

October 14, 2025

Join me for the Aurora Ball at the Westin Hotel on November 22, 2025 in support the The Ottawa Cancer Foundation.

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The Home Stretch – Global Investment Perspectives Heading into 2026

October 14, 2025

As 2025 wraps up, investors are facing a mix of resilience, recalibration, and rising uncertainty. Despite plenty of headwinds—policy shifts, geopolitical tensions, and structural changes—markets have held up better than expected. Canada, in particular, has shown surprising strength, even amid trade disruptions and fiscal challenges.

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what is insurance?

What Is Insurance – Part 2

October 14, 2025

A widespread belief holds that life insurance is an unnecessary expense, a complex product, or something only for the wealthy or those with young children. This perception, however, often stems from a fundamental misunderstanding of its core purpose and the diverse financial security it can provide. Many people fail to recognize that life insurance is less about planning for death and more about ensuring the financial continuity of life for those left behind.

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The Importance of Updating Your Beneficiaries

October 14, 2025

During significant life events, it is crucial to review the beneficiary designations on your registered accounts and insurance policies. Major changes such as marriage, divorce, the birth of a child, or the passing of a loved one present key opportunities to ensure your beneficiary information remains current and accurate.

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2025 – Q3 Market Commentary

October 14, 2025

The North American markets ended the third quarter of 2025 on a cautiously optimistic note. Strong stock performance was overcoming indicators of slower economic growth and persistent policy uncertainty.

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Tariffs, Tariffs and More Tariffs! – What They Are and Their Impact

April 2, 2025

Tariffs might sound like a government issue, but their impact is very personal. Whether it’s paying more at the store, seeing local businesses struggle, or watching tensions rise with trade partners, all of us as Canadians feel the effects.

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Our Seniors Are Especially Susceptible To Modern Scams

April 2, 2025

In today’s world, every task involves some level of digital interaction. Whether booking or modifying airline tickets, filling health prescriptions, banking, paying utility bills, or transferring money to loved ones, technology is a constant presence in our daily lives. In this article, we reveal some safety tips to stay safe online.

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How to Easily Transfer Funds to Our Institution via Bill Payment

April 2, 2025

Transferring funds to our institution is a simple, efficient, and secure process through bill payment.

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Q1 2025 Market Commentary

April 2, 2025

As 2025’s first quarter ends, the market’s initial turbulence has caused mass selloffs due to uncertainty and volatility. As investors continue to fret about the next move Trump will make or the ongoing trade war, it’s critical to understand the consequences of these events and how to navigate them in a way that reduces risk and seizes opportunities.

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Navigating Uncertainty: How trade tensions could impact mortgages, housing, and rates

April 2, 2025

With trade wars and tariffs dominating the headlines recently, many are wondering what effect this could have on the housing market. Lower interest rates offer some relief but we’re now facing the potential of tariffs driving up costs

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We've been named "Ottawa’s Best Wealth Management Firm" for 2025!

Honoured to Be Ottawa’s Best Wealth Management Firm

March 20, 2025

We are honoured to announce that our branch, Capital Wealth Partners – Mandeville Private Client Inc., has been named “Ottawa’s Best Wealth Management Firm” for 2025!

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2024: A Year in Review – The Old is New Again!

January 14, 2025

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.

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