Enhanced Wealth Management

08/25/2026

Tax rules are always changing, and understanding those changes can create opportunities to keep more of your money working for you.

With new tax rates, credits and planning opportunities for 2026, staying on top of the rules matters. This article breaks down some of the key changes Canadians should know.

Another reason why tax planning should be an ongoing part of your overall wealth strategy. 👇

From lower federal tax rates to new tax credits and homebuyer incentives, here are the key 2026 tax changes Canadians should know.

08/17/2026

Market uncertainty is nothing new, but that doesn’t make it any easier to ignore the headlines.

When markets feel unpredictable, it can be tempting to make changes based on fear or uncertainty. Often, the better approach is to step back and focus on the long-term plan.

This is also a great reminder of the value of working with a financial advisor. Having someone in your corner to provide perspective, keep you focused on your goals, and take some of the emotion out of investment decisions can make a big difference... especially during periods of market volatility.

Successful investing isn’t about reacting to every market move. It’s about having a strategy you can stick with through them.

An interesting read below:

A new CIBC poll finds most Canadians feel anxious about investing, and nearly half of younger investors trade on gut instinct alone — here's what that costs, and how to invest with a clearer head

08/07/2026

Canadians are confident they can spot scams, but should they be? Nearly one in four Canadians say they or a family member fell victim to a scam in the past year. Here's why fraud is getting harder to detect.

Nearly one in four Canadians say they or a family member fell victim to a scam in the past year. Here's why fraud is getting harder to detect.

07/31/2026

Whether you're exploring the great outdoors or enjoying quality time at home, we wish everyone an long weekend!

07/24/2026

Writing a will is easier and more affordable than many people think. Experts outline why a will is important, and how Canadians can start one to protect their assets, family, and final wishes.

Writing a will is easier and more affordable than many people think. Here's how Canadians can protect their assets, family, and final wishes.

07/23/2026

One of the biggest risks to long-term wealth isn't always making the wrong investment... sometimes it's not investing at all.

A recent survey found that nearly half of Canadians are holding cash they could be investing, often because of uncertainty or fear of market volatility. While those feelings are completely understandable, waiting on the sidelines has a cost too.

If you've been wondering whether your money is working as hard as it could be, it might be time for a second opinion.

One in four savers has parked $25,000 or more instead of investing it

07/15/2026

Building wealth as a couple takes more than smart investing. Here's why open communication about money is essential for long-term financial success, and how couples can improve their conversations about money.

Building wealth as a couple takes more than smart investing. Here's why open communication about money is essential for long-term financial success.

06/07/2026

That’s a wrap on our 2026 Wellington-Altus National Partners Conference.

It’s incredibly energizing being surrounded by peers who are all rowing in the same boat towards a collective goal.

We were announced as the top rated Investment Dealer in Canada for the 7th year in a row! How fabulous! Being a part of this firm helps us with our one and only job - to serve our clients and provide them with the best experience… and we manage to do so while having some fun along the way.

We also hit a very exciting milestone this week, surpassing $50 Billion Dollars in assets under administration as a company… and we are just getting started!

Come see what it’s like working with us!

06/04/2026

Last week, I had the pleasure of speaking at Hustle & Charm’s 3rd Annual Roundtable Summit.

I connected with dozens of female entrepreneurs and business leaders in our community, and engaged in important discussions about how to build wealth while building a business.

With each 30 minute session, the conversations shifted between solidifying corporate structure, when to make the leap from sole proprietor, how to protect your business with insurance and much more.

It was a fabulous event, and I thank for inviting me and curating a room full of amazing women.

If we met at the event, I would love to connect further, and if you couldn’t make it but want to chat about any of the topics I mentioned, or finance in general, my door is always open.

06/03/2026

If you’re close to retirement or are a pensioner managing monthly budgets, it helps to know when your Old Age Security (OAS) benefits are paid out. Here’s how Canada’s OAS pension works, who’s eligible for OAS, and when you can start receiving benefits.

Here’s how Canada’s Old Age Security pension works, who’s eligible for OAS, when you can start receiving benefits, and the OAS payment dates in 2026.