Resources
Learn from industry leaders, discover insights, and stay up-to-date with relevant news.
Thought leadership
Expert advice and insights about the independent practice space.
Featured
Perfect Porridge
29 September, 2025 by Craig BasingerThis year, markets have been porridge-perfect: not too hot, not too cold. So how has the economy weathered inflation, tariffs and uncertainty, and how fragile is this newfound balance?
What to Do With Gold?22 September, 2025 by Craig BasingerGold has had a banner year, lifting the TSX and prompting serious FOMO. So is it too latefor investors to get in on the trend, or can the bull market continue?
Has the Emerging Market Winter Thawed?16 September, 2025 by Craig BasingerIn a year when most markets seem to be going up, emerging markets have been a bit of a star. But are attractive valuations and rising fund flows enough to make up for tariff and concentration risks? 
TSX Gains: Is There More?08 September, 2025 by Craig BasingerDespite gloomy headlines for the Canadian economy, the TSX has had an impressive year so far. Has it hit a ceiling, or is there still room to climb?
Desperately Seeking Diversification02 September, 2025 by Craig BasingerDiversifying across asset classes remains prudent, but not all options are suited for the current environment. So what's the right diversifier in a year that's been far from plain vanilla for investors? 
Risk-Free Could Be a Bit Riskier27 August, 2025 by Craig BasingerIs the “risk-free” rate really risk-free? Government bonds have long been the benchmark for safety, but with credit spreads sitting near historic lows, it raises new questions about what investors are actually being compensated for.