The last published articles

On May 25, 2025, the Government of Quebec announced the creation of a new civil status: the Parental Union Regime. This initiative is a major step forward in recognizing the evolving structure of families in Quebec and aims to provide better legal protection for unmarried couples with children. What is the Parental Union Regime? The…

Interestingly, when stock markets reach new highs, different investors may react in opposite ways. Some investors are elated and want to make the most of a booming market. Others are fearful that what goes up must come down. Greed and fear are common triggers, but we’re always here to help ensure that emotional reactions to…

Financial success often starts with great advice. But how do you know if an advisor is the right fit for you? These questions are a good place to start. Getting – and taking – great advice can make great things happen. But how do you know if a financial advisor is a good fit for…

It’s a rapidly growing social media phenomenon in Canada and worldwide. Financial influencers, or finfluencers, use TikTok, YouTube, Instagram and other platforms to reach millions of followers. Finfluencers’ posts and videos cover a variety of financial topics, from budgeting to investment strategies. According to the Canadian Investment Regulatory Organization (CIRO), about 28% of Canadians use…

The Old Age Security (OAS) program provides a guaranteed stream of income to Canadians in retirement – but those with taxable income above a threshold (in 2025, $93,454) start losing some of their OAS to the pension recovery tax (commonly referred to as the clawback). When taxable income reaches a second threshold (in 2025, $151,668…

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