Your source for valuable insights

Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.

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A hiker standing at the top of a mountain with one leg up on a rock, gazing out onto a landscape of hazy mountains and a golden sky

Retirement plans: Creating a sponsor friendly, appreciated benefit

Mon Oct 28 12:00:00 GMT 2024 | Bruce Gelfand

With retirement plans, you want to ensure your plan is targeting the most important groups, including yourself.

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A hiker standing at the top of a mountain with one leg up on a rock, gazing out onto a landscape of hazy mountains and a golden sky

Retirement plans: Creating a sponsor friendly, appreciated benefit

Mon Oct 28 12:00:00 GMT 2024 | Bruce Gelfand

With retirement plans, you want to ensure your plan is targeting the most important groups, including yourself.

Read more
Engineer in car factory

The “Unstoppables”

 Dec 02, 2024 |Frédérique Carrier and Jim Allworth

Four powerful trends involving game-changing innovations and demographic changes are set to play out in the global economy over the coming decades. We believe they can provide an attractive way to plug investment portfolios into the future.

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