Ideas & Insights

Our goal is to empower you with knowledge and clarity to navigate your financial journey with confidence.

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Latest Blog Posts
Tuning Out the Noise: How to Navigate Market Volatility in 2025
Markets are swinging in 2025, but Canadian investors don’t need to panic. A diversified portfolio and long-term mindset are key, m... Read more
About RESP
A well-structured RESP doesn’t just help you save—it helps you save smarter. By taking advantage of government grants and understa... Read more
Understanding TFSA
The TFSA is a flexible and tax-efficient way for Canadians to grow their savings. Understanding how to maximize its benefits can h... Read more

White Papers & Guides

RESP Guide

A key tool for Canadian families, RESPs simplify education costs and tax planning when paired with smart strategies. 

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Guide on bonds

Discover how bonds work and why they’re a cornerstone of stable, long-term investing strategies.

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Market Statistics

Explore the monthly performance statistics for the Canadian, U.S., and international markets we monitor.

Click here to view the current Market Statistics >

Asset Allocation Performance History

See how different investment mixes performed in the past.

Compare historical returns for typical asset allocations.

Click here to view the Asset Allocation Performance History >