Andreas Aigner, Investment Executive

09/09/2026

"If one does not know to which port one is sailing, no wind is favorable."
Lucius Annaeus Seneca

09/09/2026

09/09/2026

A mother in California picked up the phone and heard her daughter's voice, panicked, saying she'd been kidnapped and needed money immediately.

What she'd heard wasn't her daughter. It was an AI-generated clone of her voice.

In a 2025 study, scientists found that when people heard a cloned voice, they correctly identified the voice as AI-generated only about 60 percent of the time.

The FBI attributed more than $890 million in 2025 losses to AI-enabled fraud, and voice cloning is one of the main drivers behind that number.

It is not only older adults being targeted. Younger family members get these calls too, often framed as a sibling or friend in trouble. Older adults just tend to lose the most per incident.

Two ways to protect your family.

🔐 Agree on a private code word or question with the people a scammer is most likely to impersonate (kids, parents, spouse)

📞 If a call like this comes in and you have not set up a code word yet, hang up, then call the real person back

When in doubt, slow down and verify.

09/08/2026

"The things that we love tell us what we are."
Thomas Aquinas

09/08/2026

Big expenses like a family trip, a milestone gift, or a home renovation rarely come as a surprise, yet they often get treated like one. Planning for them in advance, with a number attached, can turn them from a source of stress into something you can enjoy.

09/07/2026

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

09/07/2026

A long weekend gives us space to step back from work and reflect on the life we are building.

We honor the work our clients have done to build what they have. And we help make sure it actually serves their lives.

🗽 Wishing you and your family a meaningful Labor Day weekend.

09/04/2026

"Everything can be taken from a man but one thing: the last of human freedoms - to choose one's attitude in any given set of circumstances, to choose one's own way."
Viktor E. Frankl

09/04/2026

Is your estate strategy full of cobwebs? Does your investing approach have too many tricks and not enough treats? Does your retirement timeline read like a ghost story?

These things have a way of going bump in the night.

Knowing where you stand is the first step.

09/03/2026

Recent data regarding men's health highlight a critical reality that deserves closer attention:

1 in 8 men will be diagnosed with prostate cancer in their lifetime.

Excluding non-melanoma skin cancer, it stands as the most commonly diagnosed cancer in U.S. men. While that statistic is stark, the turnaround potential is incredible:

🚀 When caught early, the 5-year survival rate exceeds 99 percent.

Here are the most critical facts to know about risk and prevention:

◾ The Age Factor: Approximately 6 in 10 cases are diagnosed in men aged 65 or older.

◾ Family History: Risk increases for individuals with a father or brother who has battled the disease.

◾ The Silent Nature: Early-stage prostate cancer rarely shows any symptoms at all, making proactive screening the ultimate defense.

The American Cancer Society recommends speaking with a healthcare provider to make informed decisions about testing. This conversation typically begins at age 50 for average-risk individuals and earlier (around age 40 to 45) for those with a strong family history.

Consider sharing this information with a colleague, friend, or family member who might need a reminder to prioritize their next check-up.