News & Views

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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Financial Planning Health Checkup Tips for 2025

January 14, 2025

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.

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2024 Year-End Review: Navigating Market Uncertainty and Political Shifts Across North America

January 14, 2025

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

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tfsa 2025

TFSA Contribution Limit for 2025: What You Need to Know

January 14, 2025

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

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Donation of a Life Insurance Policy to Charity

January 14, 2025

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.

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Top Financial Book Reads for the Summer

July 9, 2024

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.

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