The better lesson starts earlier. Not with a lecture. With small, repeated decisions that build strong savings and investing habits before the stakes are real.
Markets enter May facing a more complex and less forgiving macro backdrop. The dominant near-term risk is the Middle East conflict and the resulting disruption to energy flows through the Strait of Hormuz.
Global markets face an increasingly volatile backdrop as the conflict between the U.S., Israel, and Iran has escalated into a full-scale regional war, disrupting global energy markets and rattling investor confidence.
NAVIGATOR | SPRING 2026 Living Their Values, Together. In this Spring 2026 edition of OceanFront Navigator, we are proud to feature our clients Kirk and Kelly Wakefield. The theme that comes through is simple: family comes first.
Global markets entered 2026 with a complex backdrop: resilient but slowing economic growth, elevated policy uncertainty, and a meaningful shift in the relative performance of U.S. versus international equities.
2026 began with geopolitics related volatility, as the World Economic Forum brought world leaders together.
Why a Comprehensive Estate Plan Matters More Than Ever Canada is about to experience one of the largest wealth transfers in its history. Over the next 20 years, between $1 trillion and $2 trillion
2025 was a very strong year for most investors: strong returns across stocks, solid performance in many asset classes, and plenty of headlines along the way.
Recent market performance has raised questions about whether certain areas, particularly AI-related stocks, may be experiencing heightened optimism.
The Bank of Canada and U.S. Federal Reserve both delivered rate cuts, but diverging tones and talk of artificial intelligence, are shaping investor sentiment.
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Read More: July 2026
The war involving Iran and the disruption to transit in the Strait of Hormuz have lifted energy prices, complicated central bank decision-making and reintroduced a stagflationary risk into the outlook.