In today’s fast-changing world, uncertainty is part of every investor’s journey — but it can also be a source of growth, resilience, and opportunity. No matter where you are in your financial journey, the key is to stay informed and confident in your long-term plan. Check out a few articles that caught my attention in October.

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.

Is your tax planning on track before year-end? 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.

Estate planning: Protecting your legacy and your loved ones. As you plan for the years ahead, it's important to think about how your assets and wishes will be protected. Click the link to learn more about key benefits of strong estate planning.

RESP funds? Smooth withdrawals start with early planning. As your children/grandchildren prepare to head back to school, it’s a great time to check on their RESP accounts — especially if you’ve contributed toward their education. Click the link to learn more.

Are your savings and retirement plans on track this summer? If you're considering your next chapter, it's also useful to learn about RIFs and how retirement income planning works. Click the link to learn more.