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Articles
June 13, 2025
Three Reasons Why Tariffs Haven’t Affected Inflation…Yet
Why hasn’t inflation taken off? Here are three main reasons.
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Articles
June 11, 2025
Navigating Choppy Waters: The Value of Discipline
Reacting emotionally to short-term headlines can hamper long-term success.
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Articles
June 9, 2025
Less Can Be More: Simple Ways to Simplify Your Finances
When life becomes difficult, financial simplicity can offer relief.
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Articles
June 6, 2025
Summer Job? Help Younger Family Members File a Tax Return
Helping your children file a tax return can be a simple but powerful way to start building future wealth.
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Articles
June 6, 2025
“4 Key Investment Themes” for the Second Half of 2025
Here are “Four Key Investment Themes” to help navigate the months ahead.
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Articles
June 4, 2025
Home Buying Season Is Here
With homeownership increasingly out of reach for younger generations, many families are stepping in to help.
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Articles
June 2, 2025
The Golden Age of Here and Now
In a world flooded with headlines about conflict, it may be easy to lose sight of how far we’ve come.
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Articles
May 30, 2025
Canadian Boomers and the Rise of “Giving with Warm Hands”
Between now and 2026, an estimated $1 trillion will transfer between Canadian baby boomers to their heirs.
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Articles
May 23, 2025
What’s in Store for Retail Prices?
As trade tensions remain uncertain, consumers could start feeling the effects at the checkout line.
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Articles
May 16, 2025
“A Temporary Truce” or Just a Brief Pause in a Global Chess Match?
The recent decision by the U.S. and China to ease tariffs for 90 days is being hailed as a “reset,” but calling it that may be generous.
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Articles
May 9, 2025
Could Clarity Be on The Horizon?
Despite persistent headwinds, investor sentiment appears to be turning a corner.
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News & Media
May 8, 2025
Ladan Shokrgozar on offering the tough advice clients need to hear
Ladan Shokrgozar sat down with The Globe and Mail to discuss how she keeps emotion out of investing and shared advice for people looking to get into her industry.
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