Insights
Periodic insights from our Investment and Private Client Teams on a broad range of investment and advice-related topics
Featured Insights
Women & Wealth – Protecting Your Legacy from “Lasagna Ladies”
Sarah Bull speaks with estate lawyer Lori Duffy about the so-called “Lasagna Ladies,” using this lighthearted phrase to explore how thoughtful estate planning can safeguard your assets, preserve your values, and protect your legacy.
Episode 48 – Inside a Complex Investment Climate (September 2025)
Sarah Bull and Andrew Csumrik explore the many crosscurrents shaping today’s investment landscape, from inflation and interest rates to shifting global demand and the continued dominance of mega caps fuelled by AI.
