Summer 2025 Newsletter

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We’re pleased to provide you with the latest issue of our newsletter, covering a variety of financial topics – from investing and retirement planning to family finance and estate planning. Here are some highlights:

• Sir John Templeton, the legendary investment manager, once called “this time it’s different” the four most dangerous words in investing. See how that applies to down markets on page 1.
• Your Tax-Free Savings Account (TFSA) is helping you reach one or more of your financial goals. The article on page 2 offers tips and strategies that may help you     get even more from your TFSA.
• Trusts are only for the rich and famous, right? Find out on page 3 why a trust may be for anyone who wants to control how their assets are distributed to a beneficiary.

View the full newsletter here.