Patrick Doyle Certified Financial Planner

09/07/2026

Labor Day honors the hard work and contributions of workers. It’s a time to relax, reflect and celebrate the backbone of our communities.

09/07/2026

Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

09/04/2026

You face sequence of returns risk. Know what it is?

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

09/03/2026

September 5 is 401(k) Day! Nearly 1 in 3 retirement accounts are considered “dormant.” Make sure yours isn’t one of them.

These steps can help you uncover forgotten or lost retirement accounts

09/02/2026

Why are they made again and again? This piece helps make sense of these errors in judgment.

Why are they made again and again? Making sense of these errors in judgment.

09/01/2026

Looking for life insurance with more flexibility? Universal life insurance combines permanent coverage with flexible premiums and cash-value accumulation. But is it the right fit for you?

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

08/31/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

08/28/2026

AI tools can impact retirees looking to start a consulting or small business venture. By embracing AI tools, retirees can enhance productivity, save time, and increase the success of their business endeavors.

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

08/27/2026

Understanding how markets are analyzed can help you become a more informed investor. This article explores three common approaches to stock market analysis and how each one looks at investment decisions from a different perspective.

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.