Recent Blog Posts

Below is a collection of recent blog posts covering topics from personal finance to latest economic and market developments.  Choose a category on the right hand side if there's a particular subject that interests you.  If there is anything you'd like us to answer (and possibly feature on our blog) submit a question on our You Ask, We Answer form found at the bottom.

18 July, 2024

Insights in 5: Data Will Drive Economic Policy Forward

In his Q2 Update, Portfolio Manager Simon Bowers discusses recent developments in the financial markets and the issues that remain top of mind as we head into the second half of 2024....

12 July, 2024

How To Dollar-Cost Average Out of a HISA into a Diversified Portfolio

After two years of stashing cash in the relatively safe confines of a high-interest savings account (HISA), moving your money back into the market can seem like an emotional undertaking....

04 July, 2024

Bank of Canada Cut Interest Rates in June with More Expected

The Bank of Canada (BOC) and the European Central Bank (ECB) cut interest rates in early June as predicted in our Q1 commentary. Our expectation that this will be the first of many....

11 June, 2024

Moving Money Out of a High-interest Savings Account

HISAs are a good short-term solution when interest rates are high. In light of the recent rate cuts, there may be better opportunities for long-term investors....

08 May, 2024 Investment Services

Is It Time to Transition Out of High-Interest Savings Accounts?

High-interest savings accounts have surged in popularity, but are these funds still the right place for your money? Discover why now is the time to reconsider your options....

17 April, 2024

Canada's Budget Highlights 2024 – 2025

Canada's Federal Government released its new budget for the year ahead providing key details on important support programs....

16 April, 2024

Keeping Your Investing FOMO and FUD in Check

In his Q1 2024 update, Rana notes that the financial markets have kicked off 2024 on a strong note, with the S&P 500 climbing approximately 13% (CDN) in the first quarter, marking the most robust start since 2019. FOMO and FUD This surge brings us to...

16 April, 2024

Insights in 5: Adding Value Through Active Management

In his Q1 Update, Lee Bowes notes that February marked a crucial period for Private Wealth investors, featuring four major events: rebalancing to address portfolio drift, aligning portfolios with strategic views, raising funds for cash flow needs, an...

02 April, 2024

Letter From Our CIO: Are We There Yet? And Other Musings from the World of Investing

In his latest blog, Counsel CIO Corrado Tiralongo discusses central banks, inflation, artificial intelligence, and the role of passive investing. With inflation waning and a soft landing in the cards, today’s investment environment appears supportive...

08 February, 2024

TFSA & RRSP 2024

Wondering where to put your money? Find out whether a TFSA or an RRSP or a combination of both are best for achieving your financial goals, taking into account your priorities.

You ask, we answer

Do you have a money / financial planning question you'd like to ask our team? We receive many questions through this part of our website from both existing clients and new visitors each week - often times they inspire the articles we write here in the blog.

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