Ideas & Insights

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Latest Blog Posts

Cybersecurity for Canadian Investors

Cybercrime is becoming more sophisticated and increasingly targets Canadians. By understanding common scams and following simple security practices, investors can better protect their finances, personal information, and accounts....

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Maximizing RRSP & TFSA Contributions Without Overcontributing

With the RRSP deadline now behind us, it is a good time to review your RRSP and TFSA contribution room to ensure you are maximizing tax advantaged savings while avoiding overcontribution penalties....

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The AI Boom: Are We in a Tech Bubble and How Should Investors Respond?

AI has fueled record market highs, echoing past bubbles but with stronger fundamentals. A disciplined, diversified strategy is the best defense for long-term investors......

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White Papers & Guides

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RESP Guide

A key tool for Canadian families, RESPs simplify education costs and tax planning when paired with smart strategies. 

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Guide on bonds

Discover how bonds work and why they’re a cornerstone of stable, long-term investing strategies.

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Market Statistics

Explore the monthly performance statistics for the Canadian, U.S., and international markets we monitor.

Click here to view the current Market Statistics >

Asset Allocation Performance History

See how different investment mixes performed in the past.

Compare historical returns for typical asset allocations.

Click here to view the Asset Allocation Performance History >

market stat - Compare historical returns for typical asset allocations