Investing in Canada: Strategies for Navigating Uncertain Markets

 By Adam Prittie, CIM, CFP, BCOM, Associate Portfolio Manager, Financial Advisor   Investing within Canada offers unique opportunities amid evolving trade policies, economic uncertainties, and upcoming elections. To build wealth in this environment, investors should focus on key strategies that mitigate risks and enhance returns. Understanding Inflation’s Impact Inflation erodes

Smart Investing in 2025: Trends and Tips for a Strong Portfolio

 By Adam Prittie, CIM, CFP, BCOM, Associate Portfolio Manager, Financial Advisor   As we step into 2025, the investment landscape presents both exciting opportunities and potential challenges. Whether you're a seasoned investor or just starting out, navigating the markets requires a balanced approach. This year, trends like emerging industries, technological

Achieving Financial Independence: A Roadmap to Freedom and the Role of a Financial Advisor

 By Adam Prittie, CIM, CFP, BCOM, Associate Portfolio Manager, Financial Advisor   Financial independence is a goal that many Canadians aspire to achieve. It’s about reaching a point where your assets generate enough income to cover your living expenses, allowing you to live life on your own terms. Whether your

Financial Goals Check-Up: Are You on Track?

 By Adam Prittie, CIM, CFP, BCOM, Associate Portfolio Manager, Financial Advisor   It’s time for a Financial Goals Check-Up: Are You on Track? Today, let’s focus on the importance of regularly reviewing your financial goals. Whether you’re aiming to save for retirement, purchase a new home, or build an emergency

Optimizing Tax Efficiency: A Guide for Investors

 By Adam Prittie, CIM, CFP, BCOM, Associate Portfolio Manager, Financial Advisor   Tax efficiency is a crucial aspect of portfolio management that can significantly impact an investor’s long-term returns. Navigating the intricacies of the tax system while maximizing investment growth requires strategic planning, expertise, and guidance. As an Associate Portfolio