Stay Informed

Every market cycle brings its own set of challenges — and opportunities. In my Bi-Weekly Market Perspectives of this month, I've highlighted a few articles that caught my attention.

Staying on top of key tax dates can help you make the most of the year ahead. We've highlighted some important updates & reminders to support your planning. Click the link to learn more.

As the year comes to a close, it’s a good time to review your family’s financial goals and ensure you’re making the most of your savings opportunities. Taking a few small steps now — like contributing to your RESP or making charitable donations — can help ensure you start 2026 on strong financial footing. Click the link to learn more.

As the year comes to a close, it’s a good time to review your finances and consider how charitable giving can benefit both your family and the causes you care about. Eligible donations can earn valuable tax credits and, in some cases, eliminate capital gains tax when donating securities directly. Click the link to learn more about details.

On September 25, we hosted an Estate Planning Luncheon at the St. Albert 50+ Club with nearly 100 attendees. Our guest speakers, Christine Maloney and Chenel Kimber from Weary & Company, and Sharene A. Gaitor from TD Wealth Private Trust, shared valuable insights on how to protect your legacy and prepare for the future. Click the link to read the full event highlights and learn more about estate planning.