Among the questions our clients ask us, one comes up time and time again: “Where should I invest among the multitude of options on the market?” Based on the current economic situation, we explore various investment options as well as the tax ad...

The beginning of 2025 will obviously be marked by the new political orientations in the United States. As the issue of tariffs seems increasingly linked to that of national security, what should the U.S.’s economic partners expect? In particula...

When making New Year’s resolutions, we shouldn’t forget those related to our savings. For both the accumulation and disbursement stages, it’s important to have a plan and to stick to it, but above all to have an advisor to help us gain emotiona...

There’s no doubt that 2025 will continue to be marked by central bank decisions, and by the uncertainty of potential changes on the political front. In a friendly round of economic forecasting, our experts try to predict how the bond and equity...

On the financial scene here and abroad, the year 2025 will undoubtedly be marked by a number of uncertainties. Trump 2.0, socio-economic challenges in China and Europe, geopolitical tensions, and the meteoric rise of artificial intelligence are...

After the training phase that has marked the last few years, artificial intelligence is moving into a second phase that will benefit a wide range of companies. Beyond semiconductor manufacturing, the energy, metals and cloud computing sectors i...

Despite a slow start, 2024 turned out to be an excellent year for the stock markets. While the technology sector led the way, the utilities sector was a pleasant surprise. It was also a good year for bonds and gold. Throughout the year, the U.S...

Although 2024 was marked by previously anticipated events (such as central bank rate cuts), there were also a few surprises in store, such as the good performance of the U.S. economy and the battle won against inflation in Canada. As the...

A new savings product, the FHSA can now be added to the HBP to allow for a larger downpayment on a first home. These two programs differ in certain respects, however. With our guest expert, we analyze the strengths of the FHSA and the advantage...

Philanthropy has many faces. Even if recent inflation has reduced individuals’ charitable portfolios, they can still contribute to the community in numerous ways. For companies, well-practiced philanthropy can also be a vector for attracting an...

We now know that the Republicans have won the presidency, the Senate and the House of Representatives. Although the markets had incorporated this possibility into asset prices before election day, movement accelerated the day after November 5. ...

In Canada, the wealth management market has grown considerably, both in terms of the funds under management and the number of advisors. As clients' finances become increasingly complex, advisors are called upon more than ever to work as part of...

For Stéphan Bourbonnais, becoming a good leader starts with identifying and respecting your personal values. This helps you better visualize the path to the performance you’re trying to achieve and the actions to take to get there.  

Some myths about finance and savings are often stated as absolute truths. With our expert, we analyze seven of them under three main themes: debt and investment, retirement, and age-related savings. In many cases, the responses to these...

Though they’re both stars in the world of investing, Warren Buffet and Jim Simons have seemingly opposite investment philosophies, the former being a discretionary investor and the latter a quantitative investor. While one focuses on careful ob...

While it was widely adopted as an emergency response to the pandemic, we now need to consider telecommuting and hybrid working methods from a permanent perspective. For employees and managers alike, listening, openness and experimentation are k...

We’ve heard that “ignorance of the law is no excuse.” In the same way, in finance, investors benefit from learning as much as they can about the field. Your relationship with your advisor and your financial institution will be clearer and more ...

How can you help someone with a mental health problem? After outlining various mental health issues and their manifestations, our guest provides numerous tips on how to support someone struggling with such disorders. She also discusses the noti...

While a split government the day after November 5 remains the most likely scenario, a tidal wave where Democrats or Republicans end up sweeping the Presidency, the Senate and the House of Representatives is not out of the question. Our experts ...

Traditionally focused on sales, the job of financial security advisor has fortunately evolved. Today, this profession draws on the varied skills of a team, with specialists in different fields. Our expert shares his thoughts on the new realitie...

Inspired by many sources to learn and grow, our guest has become a leader in private wealth management through collaboration, not competition. His vision of leadership draws on a variety of influences. Join us as he generously shares his experi...

This fall, on the economic scene, the hot topic will of course be the U.S. elections on November 5. We analyze what could happen with the presidency in the event of a Democratic or Republican victory, as well as in government, both in the Senat...

Excluding registered accounts, the investment income you earn is taxed in different ways. What’s more, since the 2024 federal budget, certain nuances have been added. Pablo Carrera, Regional Sales Director, Individual Savings and Retirement Pro...

With this summer’s market turmoil, should we start questioning the so-called “exceptionalism” of the U.S. economy? And what’s the outlook for future rate cuts in the United States and Canada? Sébastien Mc Mahon comments on recent economic news ...

For young families or people who have mortgages, term life insurance can cover increased financial responsibilities over a set period. Flexible and affordable, it can be a great choice for many situations, especially if you enroll when you’re y...