Newsletters

Published on: February 10, 2026

Valentine’s Day isn’t just about chocolates, roses, or prix‑fixe dinners you secretly know are overpriced. It’s also the...

Published on: January 19, 2026

Making resolutions at the beginning of a new year may not be everyone’s cup of tea, but it is the perfect time to get or...

Published on: December 15, 2025

December can be a hectic month, with lots on the go, but it is also a good month to set aside an hour or two for some fi...

Published on: November 12, 2025

Let’s debunk some common financial myths. For many people, outdated financial ideas and concepts are often passed down t...

Published on: October 16, 2025

Did you know that we exist because Atlantic Canadian credit unions decided their members needed solid wealth management...

Published on: September 18, 2025

As we start the final quarter of the year, we are also gearing up for a busy season. Between Thanksgiving, Halloween, wi...

Published on: August 19, 2025

For many investors, taking a closer look at their portfolio also means examining it through the lens of responsible or s...

Published on: July 15, 2025

As we hit the midpoint of 2025, it’s obvious that we face a more complex financial landscape than in recent years. As th...

Published on: June 9, 2025

It’s easy to overspend in the summer, there’s something about the sunshine that can make us open our wallets a little mo...

Published on: May 5, 2025

Our tagline has three words – Plan | Invest | Protect. Three simple words, but they are loaded with potential. This mont...

Published on: April 7, 2025

No doubt you’re familiar with FOMO, the fear of missing out, but maybe not its less famous cousin FOBIA – frozen out by...

Published on: March 3, 2025

Periods of economic uncertainty can be concerning for investors, but history teaches the wisdom of maintaining a long-te...