Complete Wealth Strategies

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Consider Keeping Your Life Insurance When You Retire Reasons to retain your coverage into your retirement years.

Do you know the difference between a global mutual fund and an international mutual fund?

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Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may be essential for collegiate success.

Exploring the Federal Student Grant Program In this article, explore the benefits of the Federal Student Grant Program.

There are ways to protect your business in the event of your death or the death of a partner.

Insuring Your Business With a Buy/Sell Agreement It may help your business be better prepared in the event of the death of a principal or key employee.

Second homes have unique risks and insuring them is different than a primary home.

Insuring Your Second Home There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

The financial risks to consider when evaluating self insurance?

When to Self-Insure Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Inventorying Your Possessions Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

Year-End Charitable Gifting and You This article may help you maximize the benefits of your donation for your chosen charity.

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

Insuring Your Business Against Cyber Liability 90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?