A winning stock: keep or sell?
by Jacqueline Ozdemir in Articles
A successful stock can become a large retirement exposure. Comparing sale costs, remaining company risk, and spending needs helps put the decision in context.
October 15, 2026
Insights & Resources
October 6, 2026
Fixed Pension Retirement Plan
by Jacqueline Ozdemir in Articles
A fixed company pension can provide reliable income while covering a smaller share of retirement spending each year. A year-by-year after-tax income plan shows what your portfolio may need to fund later.
September 29, 2026
September 2026 Portfolio Construction
Read the September 2026 Portfolio Construction note on interest rates, government debt, geopolitics, artificial intelligence, and Canada's economic outlook.
September 27, 2026
September 2026 Market Commentary
Read the September 2026 Market Commentary covering signs that Canada’s recession may be nearing an end, easing U.S. inflation, and the longer-term outlook for interest rates and artificial intelligence.
September 23, 2026
CPP Early or Delayed
by Jacqueline Ozdemir in Articles
Starting CPP at 60 when you do not need the income is not automatically conservative. The better choice depends on whether your plan needs more portfolio flexibility now or more indexed income later.
September 17, 2026
Lump Sum or Monthly Pension
by Jacqueline Ozdemir in Articles
A pension commuted value can offer control and flexibility, but the right choice depends on what the monthly pension protects in the rest of your household retirement plan.
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