09 March, 2023

Invest Smarter with a Dollar Cost Averaging Strategy

Time in the Market is More Important than Timing the Market Investing can be an emotional process, especially if you try to time the market. The “what ifs” can be overwhelming, leading to missed opportunities in the market. A strategy that can help you...

07 March, 2023

Understanding Your Annual Reports

Annual Fees and Compensation report - all the information you need at a glance Understanding Your Annual Reports

07 March, 2023

Highlights From Our Investment Specialists

What’s in store for the financial markets in 2023? See our recap of what our investment specialists are saying about the markets and how they are positioning their portfolios for the recovery they anticipate commencing in Q2 2023. But there’s one hurdle...

08 February, 2023


Wondering where to put your money? Find out whether a TFSA or an RRSP or a combination of both are best for achieving your financial goals, taking into account your priorities.

25 January, 2023

Money Facts 2023

Important Facts You'll Want to Know Tax rates, RRSP and TFSA contribution limits and CPP benefit amounts change every year. Learn about these changes with our handy new Money Facts guide for 2023 and keep your financial plans on track.

24 January, 2023

The Outlook Remains Uncertain

In his Q4 update, Wayne Gillespie offers his perspectives on a tough year in the markets and why he is optimistic about a recovery in 2023. "Economic shocks are still rippling through global economies, meaning that any forecasts for 2023 are going to...

24 January, 2023

Where Are Equity Markets Heading?

After a difficult 2022, many investors want to hear about what they can expect in the year ahead. Hear from our North American equity investment specialists as they sum up 2022 and share their views on what they’re optimistic about for 2023 in the following...

17 January, 2023

Inflation, Potholes and the Recovery Ahead

In his year-end market update, Rana Chauhan, Counsel’s Chief Investment Strategist, reviews the year in the markets and how rising inflation became the focal point of Central Banks’ policy decisions. Rana traces the roots of the current inflation surge...

17 January, 2023

Money Dates 2023

Here is a summary of all the important dates in 2023 to diarize in your annual financial planning calendar. This guide will help you keep on top of important financial dates and deadlines for income tax returns, GST credits, registered plans, CPP/OAS...

14 December, 2022

Our Year In Review and Investment Outlook for 2023

The holiday season marks the point in the calendar where I start to think about my "what to expect next year" piece. It is a time for me to reflect on the past year’s uncertainties, how we navigated them, and learning opportunities for us to improve upon...