In business as in wealth management, the stories of well-known brands often carry universal lessons. The recent challenges faced by Starbucks and Nike are perfect examples: two global giants that, in trying to adapt too quickly or maximize short-term results, shook the very foundations of their success. Starbucks: When Growth Dilutes the Brand’s Soul …
The results of a recent anonymous survey conducted by the Ontario Securities Commission (OSC) and the Canadian Investment Regulatory Organization (CIRO) have made waves: a significant proportion of advisors working within firms affiliated with major Canadian banks admitted they are under constant pressure to sell. Sales quotas, performance targets, product-specific incentives — all of these factors…
In the world of investing, few quotes are as powerful—or as timeless—as this one from Benjamin Graham, the father of value investing. But what does this quote truly mean, and how can it reshape your approach to financial markets? In the Short Run: A Voting Machine Imagine the stock market as a giant voting booth…
Do you remember the last time you set foot in a Club Med resort? That magical place where everything seems perfectly orchestrated for your comfort, where every staff member seems to anticipate your needs before you even express them. That’s the exact feeling we strive to recreate for you at Investamp, only, in the world…
When we think about estate planning, we often picture a will or splitting assets fairly among heirs. And that’s a great start. But beyond those essentials, there are strategies that can truly make a difference, for your loved ones and for the causes you care about. Planned Giving: Multiply Your Impact A recent article published…
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…
On April 3, 2024, the 3rd edition of the Unis pour l’autisme Gala took place — a charitable event held in support of Autisme Laurentides. It was a meaningful evening, filled with emotion, generosity, and unforgettable moments. An Immersive Look into the Lives of Families Affected by Autism All too often, autism remains an invisible…
Over the past few weeks, one image has resonated deeply with viewers around the world — a powerful moment captured on Survivor between two contestants, Joe and Eva. Earlier in the season, Eva had opened up to Joe about living with a neurodevelopmental condition, the autism spectrum. She told him there might come a time…