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  • Home
  • About
    • The Team You Want
    • Our Legacy of Excellence
    • Stonehaven Foundation
    • Media
  • Setting Us Apart
    • Values-Based Planning
    • Shaping Your Financial Journey
    • Advanced Estate Planning
    • Family Office Services
  • Client Resources
    • Tools
    • Articles
    • Suggested Reading
  • Investment Solutions
    • Wealth Management
    • Private Counsel
  • Contact Us

TSX ends lower but still notches third straight weekly gain

  • April 29, 2025
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TSX rallies as Canada gains some tariff relief

  • March 10, 2025
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Canadian investors add gold, uranium stocks as trade war risk grows

  • February 13, 2025
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TSX ends higher as Shopify jumps nearly 10%

  • January 28, 2025
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Why Ottawa is investing to provide financial advice for low-income Canadians

  • April 26, 2024
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Caution about Canada’s private real estate sector abounds as valuations slow to adjust – The Globe and Mail

  • April 23, 2024
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CAASA’s Wealth Managers’ Forum in 2024

  • March 5, 2024
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Jeff Sproul, Senior Wealth Advisor, Portfolio Manager, Wellington-Altus Private Counsel Inc. Aurora, ON

  • February 9, 2024
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Consider emerging market ETFs to capitalize on demographic shifts

  • August 18, 2023
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Asset managers make private market push with retail investors in mind

  • May 25, 2023
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Case for alts is changing in new environment

  • December 5, 2022
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Case for alts is changing in new environment

  • December 5, 2022
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The Death of 60/40: Alternatives in 2022 and Beyond

  • November 29, 2022
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Inside ETFs: Understanding the Risks and Opportunities in Digital Assets

  • October 18, 2022
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Super Week 2022: PE/VC & Digital Assets

  • September 27, 2022
  • Read Article

Improving your world, across generations.

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