Join Harry, David & Kevin as they discuss topics involved with estate planning to fulfill your wishes and ensure assets are passed down accordingly.

Published: June 19, 2024

After a pullback in April, stock markets posted a solid bounce back in the month of May. Join David & Kevin as they discuss what the markets looked like in May.

Published: June 5, 2024

Equity markets were a bit choppy in the month of April. US stocks as gauged by the S&P 500 were down 3.97%. Canadian stocks, as reflected by the S&P TSX index were off 2.12% in May, and the EAFE region (Developed Europe and Asia-Pacific) was also down a little over 3%. Despite a pull-back for equity markets in April, short-term performance over the past 3- and 6-months periods has still been quite positive.

Published: May 10, 2024

Join Harry, David & Kevin as they discuss pre-authorized contributions, commonly referred to as PACs, and the major benefits that they can have on your savings goals.

Published: April 19, 2024

Equity markets posted yet another solid month in March, building on momentum that first picked up steam back in November of 2023. Overall, the first quarter of 2024 was stellar for equity markets. Join Harry, David & Kevin as they discuss the market update for March!

Published: April 10, 2024

Tax filing deadlines are coming up and we understand it can be overwhelming with all the different types of tax slips arriving. The type of tax slips you should expect to receive depends on the type of account your investment is held inside, plus the type of investment accounts you hold. Join Harry, David & Kevin as they discuss tips and reminders to help you with your 2023 tax filing.

Published: March 22, 2024