March 12, 2025
TFSAs in 2025: What Changed and What Didn't
The contribution limit went up again this year. But here's what most people miss about maximizing their tax-free savings account beyond just the annual number.
March 5, 2025
When Your Portfolio Feels Boring (And Why That's Good)
Three investors share what happened when they stopped chasing exciting stocks and started building steady portfolios. Spoiler: less drama, better sleep.
February 28, 2025
The Real Cost of Waiting
A 30-year-old and a 40-year-old both start investing $500 monthly. The math is simple, but the emotional side? That's where it gets interesting.
February 21, 2025
Reading Between the Market Headlines
Every week brings new predictions and warnings. Learning to filter noise from signal might be the most valuable investment skill you develop.
Featured Story
Why Rhiannon Changed Her Mind About Index Funds
After eight years in financial planning, Rhiannon Kettlewell noticed something. The clients who did best weren't the ones with the fanciest strategies.
They were the ones who stuck with simple approaches through market ups and downs. Now based in River Hebert, she works with Atlantic Canadians who want straightforward advice without the jargon.
"Most people don't need complexity," she says. "They need clarity and someone to check in when markets get weird." Her approach focuses on building habits that last beyond any single market cycle.
Recent Updates from Our Team
A quick look at what we've been researching and sharing with our community lately.
ETF Fee Changes You Should Know
March 2025Several major providers adjusted their management fees this quarter. Small changes, but they add up over decades. We put together a comparison for Canadian investors.
Bank of Canada Rate Decision
February 2025Rates held steady again. What does this mean for your GICs maturing this spring? We broke down the realistic options without the financial media hype.
New Learning Series Launch
January 2025We started a quarterly workshop series covering basics like asset allocation and rebalancing. First session starts in September 2025. No prerequisites, just bring your questions.
Tax Season Preparation
January 2025Published our annual guide to investment-related tax documents. Which slips matter, what to keep, and how to organize everything before April gets hectic.