End of March Update
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July and Mid-year Update
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
Beneficiary Designations Vs. Successor Annuitants
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.
May 2025 Update
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 We’ve had tariffs threatened, instituted, and rescinded; we could still see them returning.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,
Obliteration Day
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.