INSIGHTS

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News (click to open)

Alternative Investments Seminar at the Porsche Experience Centre

(June 2026)
Fresh off the demo lap, we explored private equity and private credit investing — alternative assets that can strengthen portfolio resilience and long-term return potential.
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Alternatives & Tax Planning Seminar at Lamborghini

(April 2026)
Fast cars, smart strategies — an evening exploring two high-impact topics for successful professionals and business owners looking to improve their overall after-tax outcomes.
Watch the video

Confident financial advisor in a navy suit smiling with arms crossed. See Rodney’s Feature in the Globe and Mail

(February 2026)
(Globe and Mail, 2026)
Rodney Anton, senior investment advisor with Evergreen Wealth Management of iA Private Wealth Inc. in Toronto, talks about how his family shaped his interest in financial services…
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Stock market graph showing upward trend and data points.
The Evolution of Our Portfolios – and Your Assets

(February 2025)
A new approach to portfolio construction has us looking to slowly shift to a new way of investing. The market is evolving on a daily basis. If we don’t do the same, we are losing ground on a daily basis. We…
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Blog (click to open)


Wealth Management for Canadian Retirees: 2026 Guide

What if the biggest risk to your retirement isn’t market volatility, but the complexity of your own tax bill? With 36% of Canadians expressing…
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Retirement Planning Fees in Canada: A 2026 Guide to Professional Value and Transparency

It’s natural to feel a sense of anxiety when reviewing your financial statements, especially when hidden costs make it difficult to realize…
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Professional RRSP Retirement Planning Guide 2026

Did you know that the average Canadian now believes they need $1.7 million to retire comfortably? According to the BMO Annual Retirement…
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Minimizing Probate Fees in Canada: A Professional Guide to Estate Preservation

The significant variation in probate fees across the country often leaves families feeling concerned about high provincial taxes and the complexity of…
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Market Volatility and Retirement Planning in Canada: Navigating the 2026 Landscape

What if the very market fluctuations that cause you stress are actually a necessary component of your long-term wealth strategy? Many…
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Wealth Transfer Planning in Canada: A Professional Guide to Legacy Preservation

Did you know that an estimated one trillion dollars is expected to pass from one generation to the next in Canada by 2026? While many families…
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The Essential Guide to Estate Planning in Canada: Preserving Your Legacy

Did you know that on a $1 million estate, the difference in probate fees between provinces like Nova Scotia and Manitoba can exceed $16,000? It’s…
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TFSA vs RRSP: 2026 Retirement Comparison for Canadians

The obvious choice between saving in a TFSA or an RRSP might actually be the opposite of what you have been told. Picking the wrong account….
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Tax-Efficient Retirement Income: 2026 Professional Guide

The true measure of a successful retirement isn’t the total value of your portfolio, but the clarity with which you draw from it. You’ve spent…
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RRIF Withdrawal Strategies in Canada: A 2026 Guide to Tax Efficiency

What if your mandatory RRIF minimum was actually the least efficient way to draw from your retirement savings? Many Canadian retirees view…
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How to Leverage the Tax Benefits of Life Insurance in Estate Planning Canada

Without proper planning, taxes and probate costs can significantly reduce the value of an estate before it reaches beneficiaries. The impact varies….
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Disability Insurance* for High Income Earners in Canada: Preserving Your Wealth Strategy

If you knew that one in three Canadians would face a disability lasting 90 days or longer before reaching age 65, would your current financial plan feel…
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Generational Wealth Planning in Canada: A Resource Guide for Lasting Legacies

Many affluent Canadians have not yet discussed specific instructions for their estate with their heirs. This silence often stems from a deep-seated anxiety regarding…
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How to Preserve Wealth in Retirement: The 2026 Canadian Professional Checklist

What if the greatest risk to your retirement isn’t a sudden market dip, but the steady erosion of your purchasing power over a thirty-year horizon? With the annual….
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Drawing Down Retirement Assets: A Professional Guide to Decumulation in Canada

Many Canadians are currently worried about outliving their savings in retirement. This widespread anxiety often stems from the complex shift of…
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Estate Tax Planning in Canada: A Reference Guide for 2026

What if the most substantial tax bill of your life arrives when you’re no longer there to manage it? While Canada famously lacks a formal inheritance tax, the reality of…
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Professional Guide to Insurance for Retirement in Canada (2026)

When you transition away from workplace benefits, the sudden reality of out-of-pocket insurance costs often creates a sense of unease. You’ve likely spent….
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Retirement Portfolio Management in Canada: A Professional Guide to Wealth Preservation

While many Canadians believe they need an average of $1.7 million to retire comfortably, 36% are concerned they will not reach their retirement savings goals…
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How to Minimize Tax in Retirement in Canada: A 2026 Strategic Guide

What if the greatest threat to your retirement security isn’t a market dip, but a tax bill you didn’t see coming? Many Canadians spend their careers focused on….
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Integrating CPP and RRSP Withdrawals: A Strategic Reference for Canadian Retirees

Taking your Canada Pension Plan (CPP) as soon as you retire might seem like the most logical way to get your money back, but for many, the opposite approach creates….
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Retirement Income Streams in Canada: A Strategic Cash Flow Checklist

The total balance of your investment portfolio might be the most misleading number in your financial life. While we are taught that “more is better” during…
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When to Start Retirement Planning in Canada: A Professional Perspective for 2026

Many Canadians share a common worry that they might outlive their savings or that complex tax rules will erode their wealth. It is a valid concern, especially…
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Wealth Management for Retirees in Canada: How to Choose the Right Financial Advisor

Many Canadians fear inflation will erode their retirement savings. It is a valid concern, especially when coupled with the anxiety of market volatility and the technical…
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Funding Your Retirement Lifestyle in Canada: A Strategic Guide for 2026

If you feel a sense of anxiety about market volatility or the rising costs of healthcare, you aren’t alone. It’s natural to worry that the lifestyle you’ve spent decades…
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Newsletter (click to open)


Q2 2026 Market Overview

The second quarter of 2026 marked a decisive turnaround from the volatility of Q1. Equity markets staged one of their strongest quarterly advances in years, as….
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Q1 2026 Market Overview

The first quarter of 2026 was characterized by strong market growth through February, followed by volatility in March from the escalated conflict in…..
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Market Updates (click to open)

Shipping containers with flags of Canada, Mexico, and the USA.
And so begins… the Trade Wars.

The trade wars have begun, and no one really understands why….And so begins the most unnecessary trade war in recent (all?) memory. Following Donald Trump’s decision to place 25% tariffs on nearly all products arriving to…
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Illustration of a blue donkey and a red elephant facing each other.
Blue or Red? Which Party is Better for the Stock Market?

Regardless of your political views, the results borne from the upcoming election promise to have varying affects on the market, if history is any indication. As the election draws closer South of the…
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Interest Rates North and South of the Border

In Canada, the picture seems clearer, but the US offers a murkier outlook with more variables at play. It was over a month ago when the Federal Reserve announced they still expected rate cuts to happen in 2024…
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Outlook for 2024

The Path is There, But Questions Remain. While the US avoided a recession in 2023, Canada was not quite as lucky. Let’s take a look at the two markets and try to understand the issues both markets face as we enter 2024. Before We Get…
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The Debt Ceiling Has Been Raised… Why and How Will it Affect Markets?

The Debt Ceiling in the US Has (Likely) Been Increased. Why and How Will it Affect Markets?    The impending doom of the debt ceiling being reached has been a hot-button topic lately. With an agreement having been reached in principal, it’s likely that this…
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What Happened with Silicon Valley Bank?

While this was not the planned content for this month, I thought that outlining the major points of the collapse of Silicon Valley Bank was important as we have received some questions about what it means, how it…
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Wall Street street sign with tall buildings and historic architecture in NYC. The Real Result of the COVID Pandemic on Financial Markets

In this post, we use the Dow Jones as our barometer for economic health. The Dow is made up of 30 of some of the biggest companies in the United States and as opposed to the Nasdaq and S&P 500…
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Strategies (click to open)

Financial charts with bar and pie graphs on a desk for wealth management insights.
How We Build Investment Portfolios for Long-Term Wealth Creation

Markets change. Interest rates change. Inflation changes. Tax rules change. Client goals change. The investment tools available to advisors also change. A portfolio that made sense ten years ago…
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Golden dollar signs and currency symbols for financial success.
How to Use Bonuses & Commissions to Build Long-Term Wealth

A common question we get from clients at this time of year revolves around their year end bonuses and how they should be deployed. So we wanted to list some strategies to consider. As we approach the…
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Evergreen Wealth Management logo on a forest background.
How Evergreen Wealth Management Works: Core Beliefs and Common Questions

We think it’s important to provide insights on some of our core beliefs as well as some common questions we often hear from investors. Question 1 “What do you mean…
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Close-up of a balanced copper scale symbolizing financial justice and wealth management. Why Did We Choose Principal-at-Risk Notes?

One thing we have been strategically adding to portfolios recently is a product called a Principal-at-risk note. Here is our justification for why.1 – First, some basic details about principal-at-risk notes…
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Close-up of a person wearing a watch during a business meeting.
Timing the Market vs. Time in the Market

The recent surge in the markets had me thinking about all the prognostications made at the beginning of the calendar year… Everybody and their brother, myself included, believed that we would see, at best, stagnant…
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Person stacking coins representing financial growth and wealth management.
TFSA vs. RRSP: Which Account Should You Prioritize?

With the RRSP deadline coming up quickly for this year, we thought it best to review the ins and out of registered accounts here in Canada, namely the RRSP and TFSA. Each have some similarities and…
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