Sunil's Blog & Market Update

The small-cap paradox explains recent market trends and shifting performance patterns. The small-cap paradox shows why fundamentals still matter despite changing conditions. Understanding the small-cap paradox help investors navigate growth and risk effectively.

With more investors making use of the Money Market Fund inside the Guaranteed Investment Funds product, Question arises about interest distributions are reflected on client statement and why your book value may be higher than your market value

A bond is a fixed income investment representing a loan made by an investor to a borrower. Borrowers include governments, companies, and other entities issuing bonds to raise money to fund their operations.

When you have competing priorities, where do you put your money? Do you save for the future or get rid of your debt? Join this webinar to learn about things that may affect your decisions and strategies to help you decide.

While you may just want to focus on the joy of being married (hello, honeymoon!), now is the time to prepare for your future together. Because life is full of unexpected curveballs that could rain on your marital parade, it's smart to establish a financial safety net so you're more prepared for whatever may come.

Retirement plans are important. How do they work and how do they work together?

Case study: Learn how income annuities can help you beat retirement risks.

You probably have both short- & long-term financial goals. How much time you have to achieve your goals can help guide you save and invest.

When you have competing priorities, where do you put your money? Do you save for the future or get rid of your debt? Join this webinar to learn about things that may affect your decisions and strategies to help you decide.

Will the CPP exist when I retire? When and how should I apply for it? Join this webinar to get answers to your questions about this government program.

Estate planning is an emotional task with major financial consequences – it can feel overwhelming at times. On the bright side, you have many helpful tools at your disposal. For example, have you considered estate planning with life insurance?

You’ve worked hard to build your retirement savings and you’re ready to think about turning your savings into income. How does the transition from savings to income affect your income taxes? Join this webinar to learn how different types of retirement income are taxed. You’ll also learn about tax credits and programs that can reduce the amount of tax you pay.

After all, in the past, there may have been two of you to help pay for essentials like your mortgage, utilities, groceries and insurance — not to mention dinners out and coffee runs. If you're feeling a bit overwhelmed, focus on the basics, like establishing new finances goals and a budget

You’ve worked hard to build your retirement savings and you’re ready to think about turning your savings into income. How does the transition from savings to income affect your income taxes? Join this webinar to learn how different types of retirement income are taxed. You’ll also learn about tax credits and programs that can reduce the amount of tax you pay.

fixed-income investors faced a challenging environment shaped by geopolitical shocks, inflationary pressures and heightened market volatility. Economic indicators suggest a growing risk of stagflation

There’s never a better time to start thinking about planning your estate than right now, no matter your age or where you are in your life journey. It can be tough to think about a future without you in it but getting started can be the hardest part. Join this webinar to learn how valuable starting your estate planning can be. We’ll talk about how your estate plan can protect your loved ones, the things you’ve worked so hard to build, and even you.

For commercial real estate (CRE) borrowers and lenders, central banks have been a persistent source of frustration in recent years. Aiming to rein in stubborn inflation, the Federal Reserve and most of its peers have maintained elevated interest rates longer than anticipated

Personal savings, group retirement plans, and income from other sources—navigating through all the available options might be confusing. Join this webinar to learn the basics of how and when to start receiving retirement income

There’s never a better time to start thinking about planning your estate than right now, no matter your age or where you are in your life journey. It can be tough to think about a future without you in it but getting started can be the hardest part. Join this webinar to learn how valuable starting your estate planning can be. We’ll talk about how your estate plan can protect your loved ones, the things you’ve worked so hard to build, and even you.

Do you want to know more about how your savings can help you save money on taxes? Join this webinar to learn practical tax planning tips and strategies. We go over how to avoid tax penalties, maximize deductions, and make the most of your savings.