Client Resources

As you think about retirement, maximizing your retirement income is an important part of this exciting transition. Ultimately, it’s your after-tax income that counts: paying the least amount of tax on your income can help you keep more of your hard-earned dollars.

The health-related consequences of the pandemic have prompted many to contemplate the importance of estate planning. Have you made your estate plan a priority? If not, why not resolve to do so for the year ahead.

Tradition has it that at the turn of the year, we make resolutions for self improvement. If you are looking for ideas, what better place to begin than with your financial well-being. 

Derek Dley, Managing Director, Head of Equity Research - Canada, joins Kevin Vandermeer, Managing Director, Investments & Advisory Solutions to discuss his background, the depth of resources within our research team and  his thoughts as we near calendar year-end.

Tony Dwyer, Chief Market Strategist, joins Kevin Vandermeer, Managing Director, Investments & Advisory Solutions to discuss current and emerging trends in the technology space.