Kaled Khaznehkatbi, Investment Advisor Representative

09/08/2026

Small business owners have so much at stake. Would your family have the funds to purchase the business or replace its income if you were to die suddenly? Call us today to discuss how to put the best protection in place.

09/08/2026

Together we can raise global awareness on the issues surrounding adult and child literacy. Thank you to the companies and charity organizations that support the fight against illiteracy!

09/08/2026

09/07/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

09/07/2026

09/06/2026

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

09/05/2026

🚨🔧🌍 Build a Kit with Everyone in Mind 🌍🔧🚨

Did you know that September is National Preparedness Month? It's the perfect time to make sure you and your loved ones are ready for any emergency that may come your way. Here are some essential tips to help you build a comprehensive emergency kit that can help everyone in your life:

🔧 Start with the basics: Include water, non-perishable food, and tools like a manual can opener.
🔧 Consider specific dietary needs: Add items suitable for those with allergies, dietary restrictions, or special health conditions.
🔧 Don't forget about medications: Include a supply of necessary medications and medical supplies for each family member.
🔧 Care for infants and young children: Pack formula, diapers, wipes, and any other essentials they may need.
🔧 Prioritize seniors and those with disabilities: Include extra mobility aids, hearing aids, batteries, or any other necessary assistive devices.
🔧 Remember your furry friends: Pack food, water, medications, and any other supplies your pets may need.

By building a kit that considers everyone's unique requirements, you can ensure the safety and well-being of your entire family during an emergency.

09/04/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

09/02/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

09/01/2026

Prostate cancer is one of the most common cancers among men, and also one of the most treatable when it's caught early.

This September, during Prostate Cancer Awareness Month, we're encouraging the men in our lives, and ourselves, to make time for the conversations and checkups that matter.

A quick conversation with your doctor could make all the difference. Here's to catching it early.