Advisor helps 74-year-old client, wife plan for what’s next
The couple’s decumulation plan has got them resting easy
Harbourfront Wealth Expands with Acquisition of Millar Private Wealth
Harbourfront Wealth Holdings Inc., (“Harbourfront Wealth”) today announced the acquisition of Millar Private Wealth Management Inc. (“Millar Private Wealth”).
S&P/TSX composite finishes more than 100 points lower, U.S. markets mixed
Canada’s main stock index fell more than 100 points to cap off Tuesday’s trading session, weighed down by losses in the basic materials sector, while U.S. stock markets were mixed.
Canadian, U.S. markets finish week with big gains as investors take in jobs reports
Canadian and U.S. markets finished the week in solidly positive territory as investors took stock of the latest jobs reports in both countries.
CIO offers cautious optimism about PM Carney for investors, advisors
Highlighting early decisions and campaign promises, Theresa Shutt sounds a note of reassurance about the 4th Liberal term in government
Want to build a HNW network? Focus on the service you provide
Advisor explains the importance of a network building strategy, but emphasizes that trust is earned through quality work This year's list includes the industry's finest, recognizing those who steered their clients' portfolios through economic storms.
Warren Buffett is amassing cash, but Canadian FOs follow their own paths
Family offices are shifting away from U.S. equities and continuing to embrace alts and other unique investments
A Temporary Truce: The US-China Trade War
In a joint statement released on Monday, the United States and China tapped the brakes on their trade war, agreeing to significantly reduce mutually imposed tariffs for 90 days. This agreement represents a massive concession for two global superpowers who...
Telecom and energy sectors help lift S&P/TSX composite, U.S. markets mixed
“Canada's been in a good spot the last couple of weeks, but I think there’s still some cautious tone across the market,” said David Ferreira, portfolio manager.
Market and Economic Insights – Q2 2025