Resources

Your Trusted Resource for Empowering Your Financial Journey

Explore Our Resource Centre

Access market insights, financial commentary, media features, webinar presentations, and articles written by our founder, Peter Watson. Carefully curated by our team, these resources are designed to provide perspective, support informed decision-making, and help you navigate an evolving financial landscape with clarity and confidence.

 

Considerations For Leaders Exploring Alternative Investments

7

Q3 2021 | Quarterly Market Update

26 minutes
5

Q2 2022 | Quarterly Market Update with Dimensional Fund Advisors, Daniel Cervino

26 minutes
6

Q1 2022 | Quarterly Market Update

23 minutes
2023 letters on the road. The beginning of the year 2023 that continues to line up the year of the future.

The Power Of Financial Forecasts

28 minutes
Business team meeting to conference, collaboration discussing working analyzing with financial data and marketing business strategy project, presentation and brainstorming to making profit of company.

Financial Planning and Investment Strategies Presentation for EPIC

60 minutes
Transform and succeed or Success transformation and improving as a leadership in business through innovation and evolution concept with paper origami changed for the better.

Managing Transitions with Susan Hyatt of Silver Sherpa

58 minutes
Canada and Taxes

CPP Payments 2026: How Cost of Living Impacts Retirement Income

The Globe and Mail
Longevity May Be Harmful in Retirement

Retiring to Canada’s East Coast: Pros, Costs & Financial Planning Tips

The Globe and Mail
New job. Closeup on modern 40 years old woman employee in modern green office in grey business suit with personal belongings in cardboard box.

Nearly half of Canadian retirees left work force earlier than planned, survey finds

The Globe and Mail
For Sale Real Estate Sign in Front of New House.

We’re in our 50s. Would buying a home be the right move given our age?

The Globe and Mail
Female hands hold a gift closeup, top view. A young girl gives a nice packed surprise to her mother, grandmother with love, remembers elderly relatives, visits during holidays, takes care of them.

How do I encourage my heirs to take more interest in investing their inheritance after I’m gone?

The Globe and Mail
Group of smiling senior people dancing while enjoying activities in retirement home, copy space

Ottawa plans to follow through on GIS, RRIF relief for retirees

The Globe and Mail
We want to bridge the gap between your goals and the complexities of life  

Peter Watson

Founder

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