Tax Season Lessons for Your Portfolio
Last month's tax filing revealed some expensive mistakes. Here's what we learned from reviewing 150+ client returns and how you can avoid these costly oversights.
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Investment Insights Hub
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Portfolio Strategy
Rethinking Risk in 2025 Markets
After analyzing over 200 client portfolios last year, we've identified three critical shifts in how Canadian investors should approach risk management. The traditional 60/40 split isn't dead, but it's definitely evolved.
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From retirement planning to market analysis, find the guidance you need
Market Analysis
Weekly insights into market trends, economic indicators, and investment opportunities across Canadian and international markets.
23 articlesGoal Planning
Practical strategies for retirement, education funding, and major life transitions. Real examples from clients who've achieved their targets.
31 articlesInvestment Basics
Clear explanations of investment fundamentals, from understanding fees to building your first portfolio. No jargon, just clarity.
18 articlesRecent Articles
Stay informed with our latest research and client success stories
The RRSP Contribution Deadline That Changed Everything
Sarah thought she had until March 1st. The reality check cost her $2,400 in tax savings. This story illustrates why timing matters more than most people realize.
Read more →Expert Perspectives
Our team brings decades of experience helping Canadian families build and protect wealth. We share what we've learned from working with clients through market ups and downs, major life changes, and economic uncertainty.
Marcus Kellenberg
Senior Investment Advisor - 18 years experience
David Thornfield
Portfolio Manager - 22 years experience
