0:00 /7:38 1× Here we are with the September update, which is a little behind when I would generally like to have these out. Through the summer, we’ve seen a rise in the Orion Fund's value, which has been relatively widespread. Our tech holdings drove
2025 Midyear Report2025 Midyear Report.pdf377 KBdownload-circle 0:00 /5:54 1× We’re halfway through 2025, and it’s been eventful, to say the very least. We’ve seen everything from trade wars to real wars and had flare-ups and resolutions to both over the months. The markets have
0:00 /11:43 1× Meagan explains the differences between Beneficiaries and Successors and which one you should choose as we examine RESPs, TFSAs, and RRIFs.
0:00 /11:24 1× Here we are, 4.5 months into 2025, and it’s been a tumultuous ride so far. We’ve had tariffs threatened, instituted, and rescinded; we could still see them returning. Everything we’ve seen so far has been indicative of a pause on tariffs,
0:00 /14:42 1× It's been quite a couple of days for the markets! Here are my thoughts and how I've adapted.
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Please click the video for my latest thoughts and updates on the current investment climate and how I'm handling this. 0:00 /9:55 1×
0:00 /17:33 1× Initially, this update was supposed to come to you in January. With Trump's inauguration, threats of tariffs, and uncertainty, I kept re-recording this. There are a couple of ways to correct this, and I’ve decided that I’m going to do more
We have some exciting news! We have created this video to announce our merger on January 1, 2025. Some of the key points: * No fee increases * No changes to your account numbers, online access, or things of that nature * You can continue contacting the same person as you are today
0:00 /10:35 1× Last week was a significant week regarding new information for the US markets. Of course, the US Presidential election took place on Tuesday, and two days later, the US Federal Reserve cut its interest rate by 0.25%. Of these, that interest rate cut was
0:00 /3:24 1× I’ve admittedly gotten a little lax with the updates, and my apologies for that! I’ve been diligently working to get these into a format where I can send them in written and video form. Over the past few months, I’ve made some