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Insights

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Perspectives from our team.

Markets. Alternatives. Planning.

Exclusive Insights

Published for our clients first.

Our insights library brings together the work that informs our investment process, our planning conversations, and the views we share with media. Made available here for anyone who finds it useful.

Tax Integration: Investment Income
Planning

Tax Integration: Investment Income

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TSX’s record high shows positive outlook for Canadian market
Market Views

TSX’s record high shows positive outlook for Canadian market

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Kash Pashootan on BNN’s The Street
Market Views

Kash Pashootan on BNN’s The Street

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ALL (17) Views Investing Planning
Charitable Giving – One Receipt, Infinite Impact
Planning

Charitable Giving – One Receipt, Infinite Impact

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Life Insurance – Protect and Enhance Your Estate
Planning

Life Insurance – Protect and Enhance Your Estate

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Brian Madden’s Top Picks for October 24, 2025
Market Views

Brian Madden’s Top Picks for October 24, 2025

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Brian Madden’s Top Picks: Telus, Nutrien & Arista Networks
Market Views

Brian Madden’s Top Picks: Telus, Nutrien & Arista Networks

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Staying the Course
Planning

Staying the Course

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Kash Pashootan On BNN’s The Street
Market Views

Kash Pashootan On BNN’s The Street

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Brian Madden’s Past Picks: TC Energy, Agnico Eagle & Microsoft
Market Views

Brian Madden’s Past Picks: TC Energy, Agnico Eagle & Microsoft

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Canadian stocks turning tide on bearish pattern
Market Views

Canadian stocks turning tide on bearish pattern

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RESP Withdrawal Rules and Strategies
Planning

RESP Withdrawal Rules and Strategies

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2025 Outlook for a Bullish Equity Market
Market Views

2025 Outlook for a Bullish Equity Market

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Artform Residence Successfully Completed and Exited in Mississauga
Alternatives

Artform Residence Successfully Completed and Exited in Mississauga

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Tax Integration: Investment Income
Planning

Tax Integration: Investment Income

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TSX’s record high shows positive outlook for Canadian market
Market Views

TSX’s record high shows positive outlook for Canadian market

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Kash Pashootan on BNN’s The Street
Market Views

Kash Pashootan on BNN’s The Street

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TD slapped with US$3B in penalties, asset cap
Market Views

TD slapped with US$3B in penalties, asset cap

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Tax Integration
Planning

Tax Integration

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Post-Secondary Students: Tax Planning Tips and Tricks
Planning

Post-Secondary Students: Tax Planning Tips and Tricks

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