Insights & Perspectives


The Buffett Playbook Works in Bonds Too: A Discussion With Canso Investment Counsel

Why Bonds Make Money for Investors Who Think Differently (Video and Clips)...

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Six Questions Worth Answering

Instead of a typical year-ahead market letter, I answered six fundamental questions about money, asked by kids but relevant for anyone thinking about value, trust, debt, and quality of life....

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The Benchmark That Actually Matters

A reflection on wealth, freedom, and purpose—after reading Morgan Housel’s The Art of Spending Money. What if the real benchmark of success isn’t your portfolio’s growth, but your life’s?...

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The Conversation Families Want to Have — But Struggle to Start

Most families want to talk about what happens to the cottage. But they hesitate — unsure how to start, worried about where it might go, concerned about disrupting the harmony. Estate planner Sylvia Azoulay shares why these conversations are so diffic...

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Artificial Intelligence in Real Life, a conversation with Auritro Kundu of AGF

Artificial intelligence is more than headlines. In this conversation with Auritro Kundu of AGF Global Select, we explore where AI is already showing up in daily life, what’s overhyped, and how disciplined investors think about its role in portfolios....

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What Matters When Nothing Else Does (Video Included)

A conversation with JP Morgan's Jack Manley on the patterns that endure...

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Behind the Housing Headlines: A Practical Conversation with Trez Capital (Video)

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The Long-Term Forces Shaping Canada’s Economy — with Stephen Johnston (Video)

A long-view conversation with Stephen Johnston, one of Canada’s most experienced capital allocators, on stagflation, capital flows, and what thoughtful investors should be watching....

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Estate Planning as Family Engagement: A Wisdom-Based Approach

What if your Will could be 'one of the most exciting documents we write'? Discover how leading families are transforming estate planning into powerful legacy-building conversations....

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Beyond the Nest Egg: Timeless Approaches to Generate Retirement Income

Childhood saving lessons still apply in retirement. Learn to adapt timeless principles to today's higher interest rates. Discover why personalized strategies beat 'model' portfolios for retirees needing cash flow. Refresh your plan for better income...

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