Newsletters
Welcome to the new longevity. We aren’t just living longer. We are also extending the years in which we remain healthy, active and productive. A recent study found that a 70-year-old in 2022 had roughly the same cognitive ability as a 53-year-old in 2000.
It’s been a seemingly endless flurry of geopolitical and economic disruptions: war in the Middle East, a Venezuela intervention, tariff disputes, the Ukraine/Russia conflict, soaring inflation and a global pandemic — all within five years. As the saying goes, “history is just one (darned) thing after another.”
“This rupture calls for more than adaptation...the old order is not coming back. We shouldn’t mourn it. Nostalgia is not a strategy. But we believe that from the fracture, we can build something better, stronger, more just.” — Prime Minister Carney, January 2026
"The most important things never change—they just get ignored because they seem too simple." — Morgan Housel, Same As Ever
In 1896, Washington, DC banned the introduction of cars because they threatened the livelihoods of horses. As The Washington Post reported: "The horse’s occupation, so largely taken away by reason of the use of bicycles, shall not further be displaced by horseless carriage."
Six minutes: that’s the time the median individual investor spends researching a stock before purchasing it online, according to a recent Wall Street Journal article.
The old joke that "economists exist to make weathermen look good" may feel especially relevant today. So far, 2025 has proven just how unpredictable the near-term outlook can be.
As we head into another year, the classic question feels as relevant as ever: is the glass half full or half empty?
Following two difficult years, the need for giving continues to grow, in Canada and across the world. For those who would like to make philanthropy a part of their legacy, here are seven key considerations (and surprising tax benefits) you should be aware of.
Leaving a lasting legacy for your family can involve careful planning and a team of professionals. Here are five questions that can help get you started.
Q: My dad is in his 70s and has mentioned moving in with his new girlfriend. Should we be concerned about protecting his assets if the relationship gains common-law status?
Stepfamilies are common, but planning for who gets what after you die is anything but routine. When families come together, each with their own possessions, ensuring your assets go where you want is key.
The Private Giving Foundation was the first-of-its-kind fund in Canada. Jo-Anne Ryan, Executive Director and architect of the foundation speaks to us about the value of flexible giving and how you can make an impact with your good fortune.
For couples who meet later in life, retirement planning may seem a little daunting. But it doesn’t have to be. If you get started now, and ask the right questions along the way, it can even be exciting. Here are a few questions that should be top of mind.
“Up North: On Top — Life in Canada, Home of the World’s Most Affluent Middle Class.” — New York Times, April 30, 2014
This was the headline just a decade ago. The American middle class, “long the most affluent in the world...lost that distinction.” The new leader at that time? Canada — seen as a model for the rest of the world...
With our increasing longevity, we seem to be trading our focus on the ‘fountain of youth’ for the ‘fountain of usefulness,’ where having purpose outweighs a desire for youthfulness. In a recent survey, 83 percent of those ages 65 and older say it’s more important to be “useful than youthful” in their retirement years.
Think kids these days are getting too much screen time? There’s another demographic struggling to put down their phones: Baby Boomers. As one 83-year-old put it: “I’m so attached to this thing. If I leave the house and forget (it), I’ll go back.”
As we look ahead to a new year, the sense of uncertainty many of us feel today may not be entirely new. While Canadian consumer sentiment recently turned negative, and the number of times “uncertainty” appears in the Canadian press reached its highest level since the pandemic, consider that we’ve been here before.
When ChatGPT reached 100 million active users in just two months, it highlighted the accelerating pace at which technology is transforming the world. Consider that it took the social media platform Instagram 2.5 years to reach the same user base and the internet 7 years to acquire 50 million users. Why are things moving so quickly?
It may seem implausible, but some researchers believe that the first person to live to 150 has already been born. Our lifespan, and more crucially, our “healthspan” — the period in which we are in good physical and mental shape — continues to extend.
The world of investing has never been a stranger to change. A look back at the largest publicly-traded companies globally provides one such perspective on how things can change. While technology companies have been dominant in more recent times, would you recall that energy companies were the leaders just over a decade ago?
