News & Resources to keep you well-informed

We have assembled a valuable and varied array of information here to help you become more informed and confident as an investor. Content is updated often, so revisit regularly. As always, if there is anything else you ever need, feel free to let us know.

Managed Money Report
12/21/2021
Associate Vice President & Portfolio Manager, Spencer Barnes, joins the Advantaged Investor to discuss the edition of the Managed Money Report.
Markets & Investing
Healthy Wealthy and Wise
The connection between financial wellness and health can have benefits for your employees and your business.
Business Ownership
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Maximize your legacy through estate planning
The COVID-19 pandemic prompted many Canadians to think more deeply about estate planning.
Retirement & Estate Planning
Six financial principles to strengthen your plan
With the basics in place, financial planning can be both easier and more successful.
Retirement & Estate Planning
What's Your Money Mindset
Understanding your motivators can help you better control your wealth journey
Retirement & Estate Planning
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Making a Career Pivot
Need to change jobs? Read five tips to help you redesign your work life.
Life Events, Lifestyle & Technology
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Let your plan guide investing decisions
People make investing decisions for all kinds of reasons, but the best guide is a comprehensive financial plan that keeps you focused on your goals.
Retirement & Estate Planning
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Tax Flash Bulletin
Federal Economic and Fiscal Update 2021
Tax Planning
Portfolio Strategy
12/9/2021
Recent developments concerning COVID-19, in particular the Omicron variant, coupled with a major policy shift by the US Federal Reserve (FED) and ongoing pressure from tax-loss selling season, have resulted in an uptick in uncertainty and market volatility.
Markets & Investing
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Canadian and US dollar update
12/8/2021
Fixed Income and Foreign Exchange Specialist, Ajay Virk has returned to give us a currency update
Markets & Investing
Mentoring: The 15-Minute Game Changer
Despite the small investment of time, mentoring reaps big rewards for both parties involved.
Business Ownership
Business Goals for 2022
From engaging in strategic partnerships to securing flexible liquidity, there are plenty of options to thoughtfully boost your business in the new year.
Business Ownership