Ten Themes for 2026
1/8/2026
Watch our latest Client Insights webinar. A presentation from our Chief Investment Officer, Larry Adam.
Markets & Investing
Legacy in Action: Philanthropy, Planning & Purpose Across Generations
11/21/2025
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Life Events, Lifestyle & Technology
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Deciphering Stock Market Moves in an Uncertain Economy
10/24/2025
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Markets & Investing
Canadian and U.S. Residency Transitions: Tax and Wealth Planning Across Borders
9/16/2025
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Tax Planning
A Conversation With Olympian & Canada’s Women’s Rugby Team Player Olivia Apps
6/12/2025
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Life Events, Lifestyle & Technology
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The Caregiving Journey: Navigating Challenges and Finding Support
5/20/2025
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Life Events, Lifestyle & Technology
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Navigating Market Uncertainty
4/24/2025
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Markets & Investing
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2025 Tax Season Preparation and Federal Income Tax Update
3/28/2025
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Tax Planning
Top 5 Reasons Why Estates Get Into Litigation – And How to Avoid Them
2/20/2025
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Retirement & Estate Planning
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Ten Themes for 2025
1/16/2025
Watch our latest Client Insights webinar.
Markets & Investing