Bloom Where You Are Planted: Honduras 2024

Several of you have asked for more information and pictures about my annual trip to Honduras. From January 15-26, I was one of a group of nine that mixed concrete and helped build latrines, floors and pilas (water storage)....

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Planner's Corner: Bare Trusts

You may have heard about the need to report bare trusts when filing your tax return from your accountant or financial institution. In this blog post we provide further information....

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Canada's Budget Highlights 2024 – 2025

Canada's Federal Government released its new budget for the year ahead providing key details on important support programs....

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Insights in 5: Adding Value Through Active Management

In his Q1 Update, Lee Bowes notes that February marked a crucial period for Private Wealth investors, featuring four major events: rebalancing to address portfolio drift, aligning portfolios with strategic views, raising funds for cash flow needs, an...

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Keeping Your Investing FOMO and FUD in Check

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Letter From Our CIO: Are We There Yet? And Other Musings from the World of Investing

In his latest blog, Counsel CIO Corrado Tiralongo discusses central banks, inflation, artificial intelligence, and the role of passive investing. With inflation waning and a soft landing in the cards, today’s investment environment appears supportive...

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