David Ritcey, Senior Wealth Advisor, Portfolio Manager

06/03/2026

Research consistently shows that when wealth transitions fail it is often not because of poor financial planning but at times due to breakdowns in family communication, unclear expectations, and lack of preparedness among the next generation. This article highlights key principles that may help you in bridging apparent communication gaps as you seek to lay a strong foundation of long-term family wealth.

https://ritceywoodworth.com/bridging-generational-communication-gaps-in-family-business-wealth-transition/

06/01/2026

Canadian equities returned 0.68%, despite the decline in oil prices as Shopify and the railways overcame declines in energy companies.

Get up to speed—Scotia Wealth Management’s latest market news is online now.

This week’s highlights Strong earnings season drives returns as markets await geopolitical clarity Optimistic geopolitical headlines drive modest decline in yields Canada’s economy unexpectedly contracted for a second straight quarter U.S. data highlights softer growth alongside persistent infla...

05/29/2026

Anyone can fall victim to fraud, but embarrassment often gets in the way of asking for help. Creating a safe, judgment-free space for these conversations can make all the difference.

05/29/2026

Not all financial strength is reflected in earnings alone. Looking deeper into a company’s balance sheet can provide valuable insight into its stability, resilience, and long-term durability.

Visit our website to discover why understanding the numbers behind the business matters.

We read an enormous number of annual reports. Beautifully art directed and designed, written by experts and polished by skilled copywriters, an annual report is a comprehensive document detailing a company's activities and financial performance over the preceding year. The primary audience for such....

05/28/2026

Welcoming Our Newest Little Team Member

We’re thrilled to share some wonderful news from the Ritcey Woodworth Advisory Team —Steve and his wife Amisha recently welcomed a beautiful new baby boy – Jay.

Please join us in congratulating their growing family on this exciting new chapter. We know this little one is already surrounded by so much love, and we couldn’t be happier for them.

Our team continues to grow in more ways than one, and we’re grateful to celebrate these special milestones together.

From all of us at the Ritcey Woodworth Advisory Team — congratulations and welcome to the world, little one!

05/28/2026

In case you missed it: Scotia Wealth Management recently provided a summary of the significant tax measures announced in the 2026 Economic Update and the potential impact on you, your family, and your business.

On April 28, 2026, in Ottawa, Canada’s Minister of Finance and National Revenue, François-Philippe Champagne, delivered the 2026 Spring Economic Update (2026 Economic Update), titled “Canada Strong For All”. The economic and fiscal update, commonly known as the economic statement, traditional...

05/27/2026

Over the past several decades, women in Canada have increased their financial influence through higher workplace participation, greater representation in leadership roles, and growing levels of business ownership, making proactive legacy planning increasingly important.

No matter your age, marital status or whether you have children, here are some key reasons women may want to prioritize estate and legacy planning.

Over the past several decades, women in Canada have increased their financial influence through higher workplace participation, greater representation in leadership roles, and growing levels of business ownership, making proactive legacy planning increasingly important.

05/25/2026

In Canada, yields are down 6-7 bps across maturities. German yields are down 8 bps on the longer end and 11 bps on the short end of the curve. French, Spanish and Italian yields are following a similar pattern and down 9-12 bps.

Stay informed—Scotia Wealth Management’s latest market news is now on our website.

Featured in the report   Week ahead preview: May is coming to a close with uncertainties remaining practically as elevated as they were at the start of the month. This week’s global calendar is relatively quiet as far as scheduled events or data go and the earnings season is winding down, so head...

05/22/2026

While most investors are aware of stock market leading indicators, relatively few understand what they mean and how they work.

Leading indicators are signals that anticipate future market movements, helping investors and those who advise them predict shifts before they happen.

Read more on our new blog.

While most investors are aware of stock market leading indicators, relatively few understand what they mean and how they work. Leading indicators are signals that anticipate future market movements, helping investors and those who advise them predict shifts before they happen. The Consumer Confidenc...

05/21/2026

Pension income splitting may be a valuable strategy to help optimize your retirement income and potentially reduce your overall tax burden. Visit our website to learn more, and feel free to contact us with any questions about your retirement planning options.

Pension income splitting is a simple, yet effective, strategy to help provide tax-efficient retirement income for couples.