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Market insights

 

What is an RDSP? And how does it work?
Investments
What is an RDSP? And how does it work?
A Registered Disability Savings Plan (or RDSP for short) is a government-registered savings plan designed to help people with a disability (and their families) save for their future. However, it’s possibly the least well-known of all registered savings plans. Less than a third of the people eligible to open an RDSP in Canada actually have one, and almost half of those who don’t have one haven’t even heard of it.
A strong finish to a pivotal year
Market update
A strong finish to a pivotal year
2025 Outlook. Here comes the new, new normal. Spoiler: it’s the old normal.
Market update
2025 Outlook. Here comes the new, new normal. Spoiler: it’s the old normal.
Markets rallied with expanding breadth
Market update
Markets rallied with expanding breadth
The Living Market Podcast: Episode 26
Market update
The Living Market Podcast: Episode 26

Snapshot

Put your financial plan to the test

Our Snapshot tool will give you a score out of 100 on each of the dimensions of a true financial plan and give recommendations to  help you achieve financial well-being.

Try Snapshot now
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Latest market insights

What is an RDSP? And how does it work?
Investments
What is an RDSP? And how does it work?
A strong finish to a pivotal year
Market update
A strong finish to a pivotal year
2025 Outlook. Here comes the new, new normal. Spoiler: it’s the old normal.
Market update
2025 Outlook. Here comes the new, new normal. Spoiler: it’s the old normal.
Markets rallied with expanding breadth
Market update
Markets rallied with expanding breadth
What is an FHSA? And why it’s a must for first-time homebuyers
Investments
What is an FHSA? And why it’s a must for first-time homebuyers
The challenges and opportunities of in‑between seasons
Market update
The challenges and opportunities of in‑between seasons
What is a TFSA? And why it should be part of your financial plan
Investments
What is a TFSA? And why it should be part of your financial plan
A lively start to the year breeds optimism
Market update
A lively start to the year breeds optimism
What are mutual funds? And how can they help you save faster?
Investments
What are mutual funds? And how can they help you save faster?
What are ETFs? And should you invest in them?
Investments
What are ETFs? And should you invest in them?
2023 Fourth quarter market review
Market update
2023 Fourth quarter market review
2024 Outlook: Are we heading into a recession or recovery? Why not both?
Market update
2024 Outlook: Are we heading into a recession or recovery? Why not both?
What is an RRSP? And is it right for you?
Investments
What is an RRSP? And is it right for you?
2023 Third quarter market review
Market update
2023 Third quarter market review
Understanding the real returns from “safe” investments
Investments
Understanding the real returns from “safe” investments
2023 Second quarter market review
Market update
2023 Second quarter market review
2023 First quarter market review
Market update
2023 First quarter market review
2023 Federal budget
Market update
2023 Federal budget
The Living Market Podcast
Market update
The Living Market Podcast
Silicon Valley Bank’s insolvency explained
Market update
Silicon Valley Bank’s insolvency explained

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Understand what’s important to you: your values, concerns and goals.

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Share our approach to financial planning, which goes beyond investments, to include tax efficient strategies, risk reduction and more.

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Answer any questions you may have and establish our next steps.

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