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Financial planning is fundamentally about making informed decisions. We evaluate cash flow, investment returns, tax consequences, risk and long-term objectives so that major financial choices are made with a clear understanding of their implications. For families who have accumulated…

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Performance 1140x570
Global equity markets produced positive results overall during the fourth quarter of 2025, thanks to easing monetary policy and resilient corporate earnings. Major central…
Commentary 1140x570
One of the enduring challenges of investing is that clarity is often least available when we most want it. As 2026 begins, markets remain near all-time highs, yet the…
2025.12.05.WealthAndParenting 1140x570
Many parents with significant wealth wrestle with how to enjoy their lifestyle without undermining their children’s motivation, values or sense of reality. Families…
FinancialPlanning 1140x570
In financial planning, one of the most quietly loaded questions clients ask is: “How much do I need?” It is often code for something deeper. Will I be okay? Can I stop…
OnTheRoad 1140x570s
How one Montreal company went from spinning records to orbiting the earth. Long before anyone dreamed of Wi-Fi, rocket launches or Spotify playlists, a curious inventor…
FundDistributions 1140x570
When it comes to mutual fund distributions, there are few important facts that must be keep in mind as an investor. The majority of Canadian mutual funds are structured as…