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.

Portfolio Strategy
1/27/2022
The recent spike in volatility represents a good buying opportunity for long-term oriented investors.
Markets & Investing
Ten Themes for 2022 with Larry Adam
1/20/2022
Ten Themes for 2022 with Larry Adam, Raymond James’ Chief Investm...
Markets & Investing
Watch Video
Read
Give Your Financial Privacy an Added Boost
1/19/2022
Your trusted financial institutions should have solid privacy protocols in place. But you can take steps to protect sensitive information on your end, too.
Life Events, Lifestyle & Technology
Ten Common Scams and How to Avoid Them
Familiarize yourself with these common swindles, which often target retirees.
Life Events, Lifestyle & Technology
Protect Yourself and Your Parents from Tax Fraud
Keep an eye out for warning signs and reduce your vulnerability with a few simple tips.
Life Events, Lifestyle & Technology
Read
Ontario Government Introduces Ontario Staycation Tax Credit
The Ontario government is offering a tax credit to Ontario residents for booking accommodations in their home province.
Tax Planning
Read
Insights and Strategies
1/4/2022
It's been almost two years since the onset of the pandemic, with COVID-19 as the primary driver of macroeconomic and financial performance across markets and asset classes globally.
Markets & Investing