April 2026 Market Update

April proved to be the most recent example of why we as investors should avoid overreacting to short-term moves in the market. While March was a dreadful month for stock markets, fast forward one month and all of March’s losses have been made up for, and some. 

Join us today for April's market update. As always, if you have any questions, please do not hesitate to reach out to us.

Investment Time Horizon

Today, we’re exploring a concept that quietly influences nearly every investment decision we make for clients: investment time horizon. The biggest mistake we see isn’t choosing the wrong stock or fund — it’s holding the right investment for the wrong length of time.

Join us as we discuss what investment time horizon really means, why it matters, and some of the common mistakes people make when managing their own investments.

Out-Of-Pocket Expenses

Have you heard the term “out-of-pocket expenses”? Understanding the different types and examples can help you better plan and manage your personal or household budget.

Source: AdvisorStream

Experts Urging AI Financial Caution

Experts are urging caution when releasing highly sensitive information (i.e., passwords, SSNs and tax documents) to AI chatbots. Here’s what you need to know.

Source: AdvisorStream 

Long-Term Planning Assumptions

Studies often show investors are overly optimistic about future returns, especially after strong market performance in recent years. Keeping this in perspective, what would reasonable long-term financial planning assumptions be?

Source: AdvisorStream

Did You Maximize Tax Saving This Year?

Tax season for 2026 has mostly ended, but the June 15 filing deadline for self-employed individuals is still approaching. The Canada Revenue Agency (CRA) also continues post-assessment reviews and audits. Many Canadians miss key tax-saving opportunities when filing—here are nine to watch for.

Source: AdvisorStream