Wealth Managing Partners

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

Medicare vs. Medicaid The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

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 Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

Childhood attitudes and habits can determine your child's health in his or her adult years.

Raising Healthy Children Healthy habits are one of the greatest gifts to give your child.

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

Nicolas Longpre, CFP®, CRPS, SE-AWMA™ The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.

Do Our Biases Affect Our Financial Choices? Even the most seasoned investors have biases affecting their financial choices.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

What If You Get Audited? The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Rent vs Buy Calculator Compare the long-term financial outcomes of renting versus buying a home.

Find out whether you are insurable before implementing a strategy using life insurance.

Universal Life Insurance Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Your credit score may impact what you pay for auto and home insurance.

Does Your Credit Score Affect Your Insurance Rates? Your credit score may influence how much you pay for auto and home insurance.

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.