Expert Insights

Stay ahead of the curve with the latest insights from experts across our firm and  sub-advisory partners including portfolio managers, ETFs strategists, investment directors and tax & estate specialists

ETF Expert Perspectives


ETF Insights blog

Bite-Sized. Digestible. Education.

Portfolio Manager Insights


An honest plan to reduce emissions

A plan for a green future needs to acknowledge the scale and scope of transformation that is required.


Fixed Income for what’s next

Considerable uncertainty hangs over the global economy. Such challenging markets require a flexible approach to fixed income. 

Tax & Estate Insights

Federal Budget 2023

How will the latest federal budget affect you? Our team of tax and economic experts provide insights on our dedicated federal budget page.

Talking to clients about a Registered Disability Savings Plan (RDSP)

This article can help you assess whether your clients may be eligable for a Registered Disability Savings Plan.

The benefits of a family trust

This article provides case studies that can help you and your clients understand the benefits of setting up a family trust.

When does an Enduring Power of Attorney become active?

Tim Brisibe looks at cases and scenarios where enduring power of attorney becomes active.

2023 Tax Planning Quick Reference Guide

This quick reference guide can be used to help you understand your clients' tax planning needs in 2023.

A new way to save for a first home

A First Home Savings Account (FHSA) is a registered plan that allows first-time Canadian home buyers, to save for their first home, tax-free.

Launching soon, 2023.


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