Your Planners

03/17/2026

Markets will react to investor sentiment, should you?

Investing is a long-term process. Historically, stock markets have rebounded from selloffs rather quickly, with some of the best days coming on the heels of the worst. Here are our perspectives and strategies, as well as some historical evidence that show why it pays to be invested.

03/17/2026

Here's a peek at how money managers work through investment decisions during unsettling times for investors. http://videos.fidelity.ca/en-investor-fidelitynow/watch/hF6SBiFPFng45M52RDhWCw?

03/16/2026

Investor uncertainty increased in the days following the U.S. and Israeli military campaign against Iran, which began on February 28.

03/14/2026

Troubling times? Let's look back and see what history can teach us.

Four interactive tools for understanding the markets.

02/11/2026

We'd like to welcome Jennifer Climie to the team!

We’re excited to share some great news — Jennifer Climie is joining us as our new Tax & Operations Coordinator. We’re fortunate to have her on the team, and her experience is a welcome addition as we continue to level up the support we provide to you. Jennifer is coming…

10/02/2025

12/13/2023

Latest Fed Rate decision

For a third straight time, the U.S. Federal Reserve kept its key interest rate unchanged Wednesday, as it signalled its expectations to make a series of quarter-point cuts to the benchmark interest rate next year.

09/03/2023

Teaching kids about money can seem daunting but it's a simple strategy, especially when they're as young as six years old. Here are expert tips.

05/26/2023

What better way to show our Appreciation to our dedicated Members than with an afternoon of sun and socializing.

We invite our members to join us for an afternoon with industry peers and wholesalers on June 28th at 180 Estate winery.

Please click to register free of charge:
https://www.eventbrite.ca/e/advocis-greater-niagara-summer-social-for-members-tickets-636686164457

04/06/2023

Click the link to get your Tickets today:
https://www.eventbrite.ca/e/advocis-greater-niagara-eat-drink-be-educated-tickets-547732652107

03/24/2023

Not only do we have phenomenal speakers, you will also be able to experience the family-owned and run Calamus Winery. They support Niagara by only using grapes that are grown locally, and do their best to source locally made food from the area for their menu.

We will be ending our day with a complimentary wine tour!

For more information and to grab your tickets now, click the link:
https://www.eventbrite.ca/e/advocis-greater-niagara-eat-drink-be-educated-tickets-547732652107