TFSA beneficiary vs. successor holder – the difference is HUGE!

30 Jun 2023

Tax-free Savings Accounts (TFSA) are mainly known for their benefit of being tax-free. But there is another huge benefit of TFSAs, which is the ability to name either a beneficiary or successor holder on the account.

Our latest community partnership is a slam dunk!

26 May 2023

To build on this legacy of giving and making a social impact, we are excited to be the lead champion of the Calgary Surge Assist initiative.

Youth of Distinction Awards 2023

09 May 2023

The Youth of Distinction Awards (YODA) recognize deserving youth, 12-18 years of age or still in high school, for the remarkable ways in which they have chosen to live.

2023 Federal Budget Highlights

31 Mar 2023

The federal budget was released March 28th. Here are the highlights from an investment standpoint.

Capitalizing on China Reopening

03 Mar 2023

At OUTLOOK 2023, one of our major trends for the year ahead was the reopening of the Chinese economy. The country’s zero-COVID policies have been easing over the last few months and the rapid reopening has meant that the world’s second-largest economy is finally back to business.

The Positives of Increasing Rates

14 Feb 2023

Over the last year and a half, we have experienced one of the fastest upward revisions of interest rates in a lifetime. Never has the Bank of Canada’s Policy Rate increased from effectively nothing to 4.5% in one year, the most aggressive economic tightening in decades.

Your Page Title