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

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?

Marriage is a big commitment that requires a long-term game plan. Hopefully life won't throw too many curveballs your way, but if or when it does, you want to be ready

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

We know they’re out there: an email that doesn’t sound quite right, a link that feels just a little shady, or a security alert about the password you used on that site. Join this webinar to find out how to protect yourself online. Learn to spot the most common scams and get practical tips that can keep you and your money safe.

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.

The commercial real estate landscape in 2025 is shaped by structural uncertainty driven by geopolitical tensions, persistent inflation, and an unpredictable interest rate path

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.

The United States and Israel’s attack on Iran continues to expand, with both sides striking targets across several countries in the Middle East. What should investors know about the escalating conflict as it continues to evolve?   

Systematic equity investing – using diversified factor exposures including value, quality, growth, and momentum – can provide durable sources of excess return potential and help portfolios weather policy shocks and market volatility.

The rise of private markets has brought new attention to private investment grade (IG) credit, which can offer investors a premium over public IG for giving borrowers customized terms – though that premium comes with certain risks.

Uncertainty remains high, but so are bond yields, leading to attractive opportunities for active investors, Amid continuing volatility in our global economic outlook, we seek to invest in high quality fixed income