09/08/2026
Free In-Person Workshop in Ottawa >> Sat Sept 26
There’s no way out of the tax system, but there are several ways to minimize taxes on your income and assets!
After the 1-hour workshop, there will be an open Q&A with the experts.
Seating is limited, so sign up now to lock in your spot!
What You'll Learn at this Workshop:
-Strategies to minimize the taxes you pay
-Differences that matter between government, corporate and personal retirement investments and plans
-Taxes in Retirement 101: Plans and strategies to keep the most of your retirement earnings
-How your family status can affect your retirement planning
-Different ways to withdraw your income and which one is right for you
Presenter: .gobel.50
https://ow.ly/rCCI50ZL15v
09/08/2026
You’re Not Tough Enough to Earn These Huge Returns
The latest defense of supercharged ETFs doesn’t hold water for most investors, writes Jason Zweig.
09/07/2026
50 Years of Indexing: Why Wall Street’s Biggest ‘Folly’ Won the Long Game
The OG of index funds is celebrating a milestone birthday. Investors should too.
09/04/2026
❤️ The greatest legacies aren't built on fame. They're built on generosity, purpose, and heart.
's life is a wonderful reminder that building wealth and making a difference can go hand in hand.
As financial planners, we often help clients think about the legacy they want to leave behind. For some, that's supporting children and grandchildren. For others, it's giving back to a community or cause they care deeply about.
We're excited to introduce a new feature in our newsletter, highlighting local organizations that are making a difference.
This month, we're proud to feature The Ottawa Mission's Legacy Giving Program, which helps donors create a lasting impact for vulnerable individuals in our community.
Learn more: 👉 https://ow.ly/3Av050ZJBKc
Do you have a favourite local charity? Let us know in the comments.
Legacy Giving
Learn how to leave a legacy gift or donation to The Ottawa Mission in your will and become a legacy donor.
09/03/2026
As Trump pivots to Venezuela for energy, U.S. big oil and big money invest in Canada
Serious Americans are still committing serious money to Canadian projects.
09/01/2026
Corporate America’s Profits Are Booming—and Signal More Good Times Ahead
Tariff refunds and the ever-resilient U.S. consumer are fueling the heftiest rise in big-company profits in years
08/31/2026
My three sons are all co-executors of my will and two live in the U.S. Will this cause problems?
FP Answers: If the children are conflicted, you may want to consider a relative or a neutral executor who lives near you.
08/31/2026
To celebrate IG’s 100th anniversary, IG Advisors offered up 100 of their top financial tips. Which ones could help you the most? Talk to us to find out how these tips could help boost your financial plan.
08/28/2026
Why Canadians don’t ride trains anymore
Riding trains is no different than a lot of folksy, charming things we used to do, only to stop doing it the moment we could afford not to.