March Update
Please click the video for my latest thoughts and updates on the current investment climate and how I'm handling this.
Please click the video for my latest thoughts and updates on the current investment climate and how I'm handling this.
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 We’ve had tariffs threatened, instituted, and rescinded; we could still see them returning.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,