When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice. That’s because you must consider a number of factors when making this important decision.

This quarter, Wayne Gillespie, Director & Senior Portfolio Strategist, sets expectations for a recovery and discusses key events slowing momentum.

It wasn’t that long ago when blended families were an uncommon family unit. Today, they now represent about 1 in 8 couples in Canada with children. When families change, so do finances. Here are some life-long things to consider.

As human beings, it's in our very nature to succumb to short-term desires. In this week's letter, our CIO, Corrado Tiralongo explains why this trait can work against you when building a portfolio to target long-term goals.

It’s a significant life change when your roles have reversed and you’re the one helping a parent with daily living. Meanwhile, you also care for your children at home. Welcome to the sandwich generation.

Our CIO, Corrado Tiralongo, elaborates on the disconnect between the market's recovery and the economic recovery, and why to maintain a cautious strategy in your portfolios.