Cutting Through the Noise
January 13, 2025
More than ever, it’s easy to let the amount of information out there overwhelm you. We offer some suggestions on how you can allocate a larger share of your 2025 attention budget to where it will matter the most.
Read MoreJanuary 10, 2025
January 9, 2025
In this Coffee Break, estate lawyer Lucy Main discusses the concept of a 'death binder' and how it can be an invaluable tool for executors.
Read MoreJanuary 7, 2025
The degree of speculation, in stocks and elsewhere, rivals the go-go periods of 1999 and 2021. Case in point: options trading volumes have gone through the roof.
Read MoreJanuary 1, 2025
As we step into a new year, it’s timely to highlight a few important financial numbers for 2025.
Read MoreDecember 30, 2024
We’re excited to announce that our popular Transfer Fee Reimbursement Program is back — this time permanently! Starting January 1st, you can say goodbye to transfer fees when you move an account to us worth $50,000 or more.
Read MoreDecember 26, 2024
While it's been a great year for investors, there are sectors that look frothy. Notably, cryptocurrency and AI have shown signs of overheating. As the speculation meter climbs, it's crucial to remain grounded. Here are a few tips to help.
Read MoreDecember 23, 2024
In Part II of our discussion with Aneil Gokhale, Director of Philanthropy at the Toronto Foundation, we dive into actionable ways Canadians can elevate their giving, from leveraging donor-advised funds to gifting appreciated securities.
Read MoreDecember 16, 2024
In the next few weeks, your newsfeed will be filled with predictions about 2025. Emerging trends. Stock market targets. Impact of government changes. Before you take the time to read any of them, I implore you to look at these two pieces.
Read MoreDecember 9, 2024
In this Coffee Break, we chat with Aneil Gokhale, Director of Philanthropy at the Toronto Foundation, about the many benefits and impacts of charitable giving.
Read MoreDecember 5, 2024
The manager of our Equity Fund shares insights into his investment approach and discusses several of the fund’s holdings.
Read MoreDecember 2, 2024
Stock markets are booming and there seems to be an unquenchable thirst for risk, but there is one area of the capital markets that’s in the doldrums: the market for IPOs is dead. Tom Bradley explains why in his Globe and Mail column.
Read MoreNovember 29, 2024
All you need to know about distributions, and the estimated year-end figures for our funds.
Read MoreNovember 25, 2024
Financial planner Jason Yee breaks down the recent changes to the CPP and their impact on your retirement planning.
Read MoreNovember 21, 2024
Some fascinating numbers on TFSAs. And why they should be called Tax-Free Investing Accounts instead.
Read MoreNovember 18, 2024
For all the word game fans out there, we've created an investment version of Connections. Can you find the right groupings?
Read MoreNovember 14, 2024
If you’re a do-it-yourself investor and you’re getting up in years, succession planning may be on your mind. Here are some strategies to consider.
Read MoreNovember 12, 2024
Financial planner Brett Martinson shares some of his clients' main financial concerns, from political and market uncertainties to inflation worries, and the advice he provides.
Read MoreNovember 7, 2024
You may not have been aware that we offer personalized advice on important issues such as asset mix, tax efficiency, and retirement income planning. This is now laid out more explicitly on our site.
Read MoreNovember 4, 2024
While the upcoming U.S. election is eliciting intense emotions and strong views, it shouldn't be viewed as a risk to your portfolio. Here's why.
Read MoreOctober 28, 2024
Thinking about who should be the executor of your will? Estate lawyer Margaret O'Sullivan offers some helpful advice.
Read MoreOctober 23, 2024
An increasing number of investment managers and brokerages have raised their minimum investment requirements in recent years, resulting in more investors becoming 'non-profile' clients and being asked to find a new home. We explain.
Read MoreOctober 21, 2024
Investors face a firehose of information every day. But what should you pay attention to and what’s just clatter? Tom Bradley highlights two questions to ask yourself to help cut through the noise.
Read MoreOctober 17, 2024
An email from a client describes exactly how we hoped Steadyhand would fit into our clients’ lives.
Read MoreOctober 15, 2024
With the American election just three weeks away, we explore the historical patterns of stock market performance under Democratic and Republican presidents, and the relationship between elections and market volatility.
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