Envision Wealth Management

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

If you don’t have an estate strategy, here's some reasons why you should.

Why Everyone Needs an Estate Strategy Do you have an estate strategy? You should.

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

White Elephant Inheritance This article deals with how one might deal with a burdensome inheritance.

Protecting your future is easy. Rethink life insurance today. Contact me to find out more.

If you thought that payouts from life insurance are tax-free in all cases, think again.

When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases.

Do global and international mutual funds complement or conflict with each other?

Global vs. International: What’s the Difference? International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Are you ready for school—again?

Estimating the Cost of College This worksheet can help you estimate the costs of a four-year college program.

🔑 Unlock the power to shape your legacy! 🔑 As August is What Will Be Your Legacy Month, let's remember that we have the ability to shape our own legacies. The choices we make, the actions we take—they all contribute to the story we leave behind. Dream big, pursue your passions, and live a life that inspires others to do the same. 💫

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

Understanding Marginal Income Tax Brackets An inside look at how marginal income tax brackets work.

Is your retirement portfolio subject to “sequence of returns” danger?

Retirement Income and the Traditional Portfolio Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.