Federal Budget 2024: What Canadian investors need to know
On April 16th, the Canadian Federal Government unveiled Budget 2024, surprising the market with a few key announcements. The budget focuses on three overarching pillars: building more affordable homes, making life cost less, and growing the economy in a way...
Stumbling towards a mild recession?
Stumbling towards a mild recession? “Despite an optimistic equity market and headline numbers showing resilience, underlying economic trends show a mixed picture. The economy may stumble into a mild recession. Inflation has sufficiently dropped as to finally merit rate cuts...
Alternative Investments and their role in a retirement portfolio
On January 31, 2023, David Harris, CFP, CIM, Wes Ashton, CIM, FCSI, and Travis Forman, BA, CFP, FMA, CIM, FCSI, were named to this year's Wealth Professional Canada Magazine's Top 50 Advisors List! This year's list includes the industry's finest, recognizing those who steered their...
Are Risk Free Returns Risky?
On January 31, 2023, David Harris, CFP, CIM, Wes Ashton, CIM, FCSI, and Travis Forman, BA, CFP, FMA, CIM, FCSI, were named to this year's Wealth Professional Canada Magazine's Top 50 Advisors List! This year's list includes the industry's finest, recognizing those who steered their...
Harbourfront’s High Five Ladies Celebrate International Women’s Day
The start of a new year is an excellent time to focus on getting your financial house in order. It’s a common resolution for the new year --- except that this year is different. It’s poised to bring its own...
Staying Afloat in a Sea of Contradictions
Staying Afloat in a Sea of Contradictions Coming off the December 2023 market euphoria, January 2024 market returns were considerably more muted and decidedly mixed across regions and asset classes. Canadian and US markets continued to reflect mixed views on...
Do Less, Better: Smart Strategic Planning for Business Owners
The start of a new year is an excellent time to focus on getting your financial house in order. It’s a common resolution for the new year --- except that this year is different. It’s poised to bring its own...
Why advisors need to focus their technology lens on data integration, automation
On January 31, 2023, David Harris, CFP, CIM, Wes Ashton, CIM, FCSI, and Travis Forman, BA, CFP, FMA, CIM, FCSI, were named to this year's Wealth Professional Canada Magazine's Top 50 Advisors List! This year's list includes the industry's finest, recognizing those who steered their...
How to help clients get over TCP phobia
On January 31, 2023, David Harris, CFP, CIM, Wes Ashton, CIM, FCSI, and Travis Forman, BA, CFP, FMA, CIM, FCSI, were named to this year's Wealth Professional Canada Magazine's Top 50 Advisors List! This year's list includes the industry's finest, recognizing those who steered their...
How low can Canada’s rates go?