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Please explore our insights, meant to educate and provoke your thought on financial topics and market trends. We also have a section dedicated to Gerry’s Corner, with interesting articles on a variety of non-technical topics that are a great read.

FUNNY MONEY: The Rise of Cryptocurrencies

The cryptocurrency sector is on a tear. The value of the most popular cryptocurrency, Bitcoin, has surged to a record high of over US$63,000. In fact, the Bitcoin price has more than doubled since the start of 2021....

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Ten Reasons to Stop Putting Off Your Estate Planning

Estate planning not only ensures that your assets are distributed pursuant to your wishes, but it ensures that such distributions are done in a tax-effective manner and that your beneficiaries are protected....

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Financial Advisor vs. Wealth Manager: What's the Difference?

When you start thinking about better ways to handle your money, you may start looking for an expert to help you. But when you begin this search, you’ll quickly run into discussions about both financial advisors and wealth managers....

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THE GREAT STOCK ROTATION OF 2021: Is Value Investing Back?

What was working in 2020 doesn’t seem to be working in 2021. Value stocks, that is, “cheaper” stocks like banks and energy firms, have greatly outperformed fast-growing stocks such as the big tech names in 2021 so far....

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Estate Planning 101: The Differences Between a Will and a Trust

Some people mistakenly believe that their spouse or children will automatically inherit these assets. This is not the case, and the provincial government has the authority to distribute your assets....

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NATURAL LIGHTING: Investing in Solar Energy

One of the drivers for strong growth in the solar sector has been a phenomenal demand for environmental, social, and corporate governance (ESG) investments....

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Insider Tips on How to Choose the Best Wealth Management Firm

Fortunately, while there are some uncertified advisors out there, there are also a lot of professional wealth management firms that can help you with effective wealth building and financial planning....

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SMALL MODULAR NUCLEAR REACTORS: Is Nuclear Energy Green Energy?

SMRs are expected to play a key role in Canada’s efforts to meet its target of net-zero greenhouse gas emissions by 2050 and in providing economic benefits as the country emerges from the COVID-19 pandemic....

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Personal Income Tax Season & The Impact Of Covid-19: Don’t Forget Changes to Home Office Expense Claims

With many employees working from home as a result of the pandemic, the Canada Revenue Agency (CRA) has changed certain rules surrounding home office expenses – both the process by which to claim expenses, as well as the types of eligible expenses....

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Seven Smart Financial Planning Tips for 2021

There are a few tips and tricks that can help you get your 2021 finances off to the right start. Read on to discover some of the top financial planning tips you should be following this year....

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