Steven Lam & Nicholas Popoff

05/08/2026

This weekend, we celebrate the moms and mother figures who invest their time and wisdom into our lives. Wishing everyone a happy !

04/23/2026

This month marks our 9-year anniversary! Since 2017, we have reached significant milestones and earned top industry accolades, all driven by our shared desire to do more for our advisors. As a proudly Canadian company, we are grateful for the unwavering support of our clients, advisors, and teams across the country. Cheers to everyone who has been part of our story and to the exciting next chapter in our growth!

04/02/2026

As we embrace the arrival of spring, we wish everyone a happy weekend!

03/24/2026

We are proud to announce our 2026 Wealth Professional Excellence Awards nominations, including CEO of the Year for Shaun Hauser, Dealer of the Year and Employer of Choice!

03/19/2026

All 2025 tax packages have now been sent out by email. If you haven’t received yours, please reach out to us and we’ll be happy to resend it.

Thank you for your continued trust and prompt attention during tax season!

03/09/2026

A big thank-you to our clients for a strong RRSP season. We’re celebrating the hard work and looking forward to helping you navigate tax season next.

03/04/2026

Empowering advisors is essential to our ongoing growth. Bill Frayer, Investment Partner, Kelso & Company, and Andrew Braithwaite, Managing Partner, The Cynosure Group, highlight how our advisor-driven culture fosters entrepreneurship, setting us apart from other firms in the industry.

02/20/2026

The BoC faces increased uncertainty regarding interest rates due to geopolitical and trade challenges, making future predictions difficult. While the policy rate is 2.25%, they emphasize their readiness to respond to evolving economic conditions.

The Bank of Canada’s governing council says it’s difficult to see where interest rates are headed as it faces increased risks to its economic outlook due to geopolitical turbulence and trade uncertainty.

02/18/2026

The Canadian oilpatch is set to continue its trend of consolidation, with industry experts anticipating further mergers and acquisitions following a series of significant deals last year. Learn more about the 2026 outlook for the patch.

Oilpatch advisers are expecting the wave of consolidation to continue after last year’s string of blockbuster Canadian deals, but whether foreign buyers are ready to jump into the fray remains an open question.

01/14/2026

In 2026, the Canada Revenue Agency has increased the RRSP contribution limit to $33,810 and the TFSA limit to $7,000, providing Canadians with enhanced opportunities for retirement savings. Learn more about these adjustments. https://ow.ly/jINI50XWPwX

The new year brings some notable increases in savings and pension plan limits from the Canada Revenue Agency (CRA) - and a couple notable freezes