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Investor Update: Trade Tensions Escalate, but We're Prepared

Investor Update: Trade Tensions Escalate, but We're Prepared This article serves as an update to our previous Investor Update: Tariffs and Turbulence that we released early February. A lot has happened since that initial communication. What started as political posturing has now escalated into a...

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Tariffs and Turbulence

Tariffs and Turbulence Less than a dozen days after taking office, the returning President of our “Greatest Ally” turned its back on Canada by implementing a 25% tariff on all products from the Great White North—except for energy resources, which will face only a 10% tariff. Effective...

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2024 in Review: Growth, Integration, and a Look Ahead

2024 in Review: Growth, Integration, and a Look Ahead As 2024 comes to a close, we want to take a moment to reflect on the milestones we’ve achieved and share our vision for 2025. Our mission remains unchanged: delivering financial peace of mind through thoughtful planning, expert advice, and a...

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Bulls, Bears & Ballots

Bulls, Bears & Ballots: How the 2024 US Election Could Impact Your Investments American voters are less than one week away from choosing their next leader. Elections matter for investors as even subtle policy changes can have a large impact on individual companies and the stock markets. This...

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