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Start the Conversation: Wealth and Estate Planning for Digital Assets

When people think about their wealth, they often picture traditional asset classes such as cash, stocks, bonds, real estate, or perhaps more unique holdings like ...
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Wellington-Altus announces nearly $400M strategic minority investment from leading private equity firm Kelso & Company, confirming $1.5B+ valuation

Wellington-Altus today announced a nearly $400 million CAD secondary minority common equity investment from Kelso & Company (“Kelso”), a leading U.S. private equity firm renowned ...
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October Market Insights: Trump, Carney and the Western Awakening

A new era for Canada is about to begin “I read in a newspaper that I was to be received with all the honors customarily ...
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September Market Insights: Bull Markets, Peace Dividends, and the Federal Reserve’s Next War

Bacon’s wisdom, that true prosperity is won by strategic preparation, not by accident, serves as the north star for sophisticated investors navigating the closing months ...
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Maximizing Your RESP: Withdraw Wisely

A Registered Education Savings Plan (RESP) is a Canadian registered investment account that promotes saving to support a beneficiary’s post-secondary education. Anyone — parents, family ...
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Independent Advisor Solutions Launches Canadian Corporate Bond Plus in Expanded Partnership with Fiera Capital

Independent Advisor Solutions today announced the launch of Canadian Corporate Bond Plus (“CCBP”) and the deepening of its strategic partnership with Fiera Capital Corporation (“Fiera”), ...
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