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The market rotation away from technology continued this week as investors appear to focus on cash flow following mixed r...
10/31/2026

The market rotation away from technology continued this week as investors appear to focus on cash flow following mixed results from AI-related companies.

How did the markets perform this week? Get the highlights and the latest economic news.

A sharp rotation in equity markets last week saw investors pull back from AI-related stocks
10/24/2026

A sharp rotation in equity markets last week saw investors pull back from AI-related stocks

How did the markets perform this week? Get the highlights and the latest economic news.

10/22/2026

Financial caregiving can take a toll on Canadians. In research we conducted with Age Wave and The Harris Poll 2026, we found that nine in 10 caregivers spend their own money on a loved one's care, and the sacrifices go well beyond dollars.

If you're navigating this, reach out and let's build a plan together.

U.S. technology has come under pressure in October amid concerns about AI-related debt, revenue expectations and higher ...
10/17/2026

U.S. technology has come under pressure in October amid concerns about AI-related debt, revenue expectations and higher rates, while investors have gravitated toward value stocks and more defensive sectors.

How did the markets perform this week? Get the highlights and the latest economic news.

Four years in, the S&P 500 bull market is not an outlier in terms of either strength or longevity.
10/10/2026

Four years in, the S&P 500 bull market is not an outlier in terms of either strength or longevity.

How did the markets perform this week? Get the highlights and the latest economic news.

Recent U.S. inflation data improved, with core PCE inflation rising 3.0% from a year ago in August, while shorter-term m...
10/03/2026

Recent U.S. inflation data improved, with core PCE inflation rising 3.0% from a year ago in August, while shorter-term measures showed further moderation.

How did the markets perform this week? Get the highlights and the latest economic news.

Today, we remember.
09/30/2026

Today, we remember.

09/28/2026

Many people think financial planning means picking investments, but investing is just one piece of a much bigger picture.

A real financial plan starts with your goals:

• Paying for your child's education
• Buying that dream cottage
• Retiring on your terms
• Leaving a legacy

Those goals are supported by a strategy where seven components work together:

âś… Financial management
âś… Asset management
âś… Tax considerations
âś… Retirement planning
âś… Risk management
âś… Estate planning
âś… Business planning

Alignment across these areas is what turns a strategy into a real plan.

Let’s talk about building a plan that puts you in control of your financial life.

A lot of people hear “financial planning” and immediately think about investing. But investing is only one piece of the ...
09/27/2026

A lot of people hear “financial planning” and immediately think about investing. But investing is only one piece of the puzzle. A real financial plan connects your money to your life, the things you value most. Whether you’re saving for education or working toward early retirement, your investments should support your goals.

If you’re curious about what a holistic plan could look like, I’m here to help.

Reach out to book a meeting and let’s bring your goals into focus.

Investments are tools. A financial plan is the blueprint. Together, they help you build and experience the life you want.

Global interest rates continue to rise, with a sharp sell-off in U.S. Treasuries last week lifting bond yields to new 20...
09/26/2026

Global interest rates continue to rise, with a sharp sell-off in U.S. Treasuries last week lifting bond yields to new 20-year highs while Canadian government bonds are near their 2023 post-pandemic peak.

How did the markets perform this week? Get the highlights and the latest economic news.

Address

1634 Hyde Park Road Unit 7
London, ON
N6H5L7

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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