Inglis Private Investment Counsel

09/03/2026

Insights: What to expect from September, Cross-border tax planning + TV Guide reminiscing

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09/02/2026

What can history teach us about staying invested through market ups and downs?

I recently joined Asset TV host Jenna Dagenhart to discuss how investors can put short-term market moves into perspective, why reacting emotionally to volatility can sometimes do more harm than good, and where professional portfolio management can add value over the long term.

A timely reminder that while markets will always give us something to worry about, having a disciplined plan can make all the difference.

Watch the full interview here: https://www.assettv.ca/player/default-player/8adf52f5-3d3d-4db9-93f9-a2f160f8eab4

08/31/2026

Cross-border tax planning is one of those areas where the details really matter, particularly when it comes to accounts that may be tax-advantaged in one country but treated very differently in the other.

That's why I'm looking forward to an upcoming webinar being hosted by MNP and Raymond James on September 24, focused specifically on the taxation of Canadian and U.S. registered and tax-advantaged accounts.

If you live, work, invest, or have family on both sides of the Canada–U.S. border, this should be a really useful session.

We'll be covering topics including:

• How Canada treats Traditional IRAs, Roth IRAs, 529 plans and Health Savings Accounts (HSAs)
• How the U.S. treats TFSAs, FHSAs, RESPs and RRSPs
• Pre-immigration planning considerations for Canadians moving to the U.S.
• Treaty and reporting considerations that can easily be overlooked
• The new U.S. Trump Accounts, including potential implications for Canadian-resident beneficiaries and cross-border families

📅 September 24, 2026
⏰ 10–11 a.m. PT / 1–2 p.m. ET

Register here:
https://raymondjames.zoom.us/webinar/register/WN_OpLQUza9Q-anVqjGhnos-w #/registration

I work with a number of individuals and families who have financial lives that span both Canada and the U.S., and these are exactly the types of issues that can become complicated very quickly without the right planning and advice.

If this is relevant to you, I'd love to have you join us.

And if you're interested but can't attend at the scheduled time, send me a message with your email address and I can send you the replay link afterwards so you can watch it at your convenience.

08/27/2026

Insights: All-time highs are more common than you think + wildfires

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08/14/2026

Insights: The rise of the American "Summerbird", why timing the markets matters less than you think + wildfires

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08/05/2026

Insights: The cost of cognitive care, why bonds still matter + Monopoly

Good reads: · Weekly Investment Strategy · The Trigger Clause More Couples Want in Their Prenups · Charted: How Economic Power Shifted Over 200 Years · Here's why rock stars get stuck on a highway to tax agony when they tour Canada · Why I Love the Stock Market · Buying and selling assets? Und...

07/30/2026

Insights: Summer markets, why limiting losses matters + the moon

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07/27/2026

So excited to be back on Global News this morning talking about one of my favourite topics: Making Waves for Autism 💙

The 2026 campaign has officially wrapped up, and together we raised $74,142 for Autism Canada, with 100% of every dollar going directly to supporting autistic individuals and their families across the country.

That brings our total to an incredible $184,434.50 raised since I launched Making Waves in 2024.

I'm honestly still blown away by this. I always say Making Waves has taken on a life of its own…and it truly has. It just keeps growing year after year, which speaks to the need and ultimately how many families are touched by autism.

As a result, we've opened registration for Making Waves for Autism 2027 early! Woo!!

Head over to or makingwavesforautism.ca for more info.

No rest for the weary!! 😂💙

SO many thanks to Ella Macdonald and Global News Halifax for having me on again!!

globalnews.ca

07/24/2026

Insights: Market rotation, family financial planning, helping adult children buy their first home + swimming

linkedin.com

07/22/2026

Summer markets can sometimes feel a little more volatile—but that's not unusual.

In my latest ChartMasters segment on Asset TV, I discuss why lighter summer trading volumes can lead to bigger market moves, why short-term volatility is a normal part of investing, and why July has historically been one of the strongest months for the S&P 500 despite occasional pullbacks.

Understanding the difference between short-term market noise and long-term trends can help investors stay focused on what really matters.

Watch the interview here: https://www.assettv.ca/player/default-player-canada/de7e4c00-8d2e-4556-a80f-e6774549a37e