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Technology investing often begins with the product. What does the company sell? How large is the market? How fast can it grow? These questions matter, but they are only part of the work. To build conviction, we also need to understand the people making decisions, the culture they are shaping, and whether the organization has the discipline to…

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2025.12.05.WealthAndParenting 1140x570
Many parents with significant wealth wrestle with how to enjoy their lifestyle without undermining their children’s motivation, values or sense of reality. Families…
FinancialPlanning 1140x570
In financial planning, one of the most quietly loaded questions clients ask is: “How much do I need?” It is often code for something deeper. Will I be okay? Can I stop…
OnTheRoad 1140x570s
How one Montreal company went from spinning records to orbiting the earth. Long before anyone dreamed of Wi-Fi, rocket launches or Spotify playlists, a curious inventor…
FundDistributions 1140x570
When it comes to mutual fund distributions, there are few important facts that must be keep in mind as an investor. The majority of Canadian mutual funds are structured as…
Fixed 1140x570
In the third quarter, the U.S. Federal Reserve announced a quarter-point decrease in interest rates. Fed officials projected that labour market softness would outweigh…
Balaced 1140x570
In the third quarter, equity markets continued their strong progress, supported by robust corporate earnings, heightened demand in the artificial intelligence and…
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