Knowledge Centre

We believe that informed investors make better decisions. When you understand how markets work – and how human psychology can get in the way, you are more likely to stick to a long-term plan. Developing the skills and knowledge to make smart and informed decisions helps you become more financially confident and empowered. We share our insights and experience through these articles, research pieces, videos and white papers.


The Tao of Wealth Management

The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for many investors who adopt this approach to managing their wealth, that can be turned upside down.

3 countries in 3 weeks – Janet’s European Adventure

My European trip. What started this journey, and of which our trip was planned around, was going to a family reunion in De Haan, Belgium. I have two step-brothers and extended family that all live in different areas of Brussels and Antwerp. Every couple of years my parents travel to England and Belgium to visit both sides of the family.

Give Joyfully And Say No Peacefully

The number of Canadians who give and volunteer is continuing to decline. According to StatsCan, over the last 15 years, not only have less people been giving, but they have also been giving less. With 71% of Canadians feeling a personal responsibility to make the world a better place, why is it that so many of us are shying away from charitable giving?