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What Is Life Insurance and How Does It Work?
Life insurance doesn’t have to be confusing. Learn how it works, the difference between term and permanent coverage, and how to decide how much protection your family may need.
Spring 2026 Newsletter 102A
Finding balance in saving and spending can strengthen relationships, align goals, and build long-term financial stability for couples. 
Tax Lines to Look Out For on Your 2025 Canadian Tax Return
The 2025 tax year brings a lower federal tax rate, higher contribution limits, and several eliminated credits. From the new Canada Disability Benefit to changes in CPP2 and capital gains rules, here are the key lines to watch when filing your 2025 Canadian tax return.
Executive summary – Peter Hofstra
Portfolio Manager Peter Hofstra shares an optimistic outlook on markets, highlighting AI as a major opportunity and the importance of long-term investing.
Executive summary – Alfred Lam
Portfolio Manager Alfred Lam shared a surprisingly optimistic market outlook – plus four key takeaways on AI, productivity, and family wealth.
2026 Financial Calendar
Managing your finances effectively begins with staying informed about important dates and deadlines throughout the year. This comprehensive guide outlines key financial milestones, including tax deadlines, benefit payment schedules, and contribution opportunities, to help you stay organized and on track. Whether you’re planning for tax season, reviewing your investments, or ensuring timely payments, this calendar provides everything you need to navigate the year with confidence. Take a moment to familiarize yourself with these essential details and set yourself up for a smooth and successful 2026.