The Leading Edge is a quarterly newsletter dedicated to providing insightful commentary on matters that impact investors.
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We are committed to building relationships based on integrity and trust, using a multi-disciplined approach that has been tested with time.
Our priority is protecting your interests and helping you meet your wealth financial management goals for you and your family.
Together, we will develop a comprehensive plan to help you achieve your long term goals.
As part of the process, and using our in-house wealth planning team for additional expertise, we will examine tax and estate saving opportunities, philanthropic, insurance and business succession planning needs. For most clients, tax planning and minimization are key components of planning. We are always available to work with your other advisors including lawyers and accountants to ensure true integration of solutions.
Market Research
Insights
Get the latest market insights and trends from our internal research experts.
Market Ethos - December 1, 2025
Laggards need to join the party
The TSX may enjoy solid returns in 2026, but it is going to be tough given valuations. To keep the party going, some of the laggards, namely Energy and Industrials will likely have to start contributing.
Investor Strategy - November 2025
Everyone loves balloons until they pop
2025 started off poorly but is well on its way to finishing strong. After crossing the historically volatile September/October chasm, will it be smooth sailing till year end?
Tax & Estate Planning
Strategies
Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.
Understanding the Alternative Minimum Tax (AMT)
The Alternative Minimum Tax’s (AMT) scope is expanding, and it could impact more Canadians than ever before.