Planning and Advice

2025 — a year to remember

Despite extraordinary stock market gains, clients were driven to distraction by U.S. President Donald Trump’s trade war

5 min read

Don’t talk to seniors about their estate plans — the real prospects are future executors

By Mark O'Farrell |December 18, 2025

3 min read

Our pension system used to provide Canadians long-term financial security — now it’s on advisors to build confidence

By Jim Lyons |November 20, 2025

3 min read

5 ways to turn financial literacy into financial capability — this month and all year

4 min read