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9 10, 2025

Episode 36: The Rise of Gold and Commodities: What Investors Need to Know

By |2025-10-09T10:03:52-04:00October 9th, 2025|Podcasts, Video|

In this episode of Lighthouse Outlook, the hosts discuss various market trends, focusing on the performance of high-growth tech stocks, the rise of gold and commodities, and the implications of stablecoins in the financial landscape. They also delve into the challenges facing commercial real estate and the potential for government involvement in [...]

6 10, 2025

PPP Case Study

By |2025-10-02T09:46:33-04:00October 6th, 2025|Blog|

Most professionals assume that as long as they diligently contribute to an RRSP, they’re doing everything they can to prepare for retirement. But what if the structure of your retirement plan (not your income, not your savings discipline) was what made the real difference in the size of your nest egg? The Personal Pension [...]

1 10, 2025

The Hidden Implications of Consolidation in Wealth Management

By |2025-10-01T11:29:07-04:00October 1st, 2025|Blog|

As consolidation reshapes the wealth management landscape, a critical question emerges for fiduciaries, plan sponsors, and professional advisors: Who’s actually making the investment decisions—and on whose terms? Canada’s “Big Six” banks now control nearly half of all long-term mutual fund assets and an estimated 90% of assets in retail brokerage accounts, according to The Globe [...]

18 09, 2025

Why Tax-Aware Planning is Your Key to Attracting New Clients

By |2025-09-18T10:53:50-04:00September 18th, 2025|Blog|

For new CFP professionals, proactively integrating tax-informed financial advice into client conversations isn’t just a nice add-on to your small talk. It’s a smart, effective strategy to showcase your value early and attract new clients. Yet for some reason, tax tends to get pushed to the side during introductory meetings. Advisors often jump into [...]

18 09, 2025

Episode 35: Investment Trends: From Gold to Tech

By |2025-09-18T10:29:58-04:00September 18th, 2025|Podcasts, Video|

This conversation provides a comprehensive overview of current market trends, investment strategies, and economic indicators. The speakers discuss various sectors, including small caps, real estate, and precious metals, while also analyzing the impact of Fed policies and economic forecasts on market performance. Key insights include the performance of the S&P 500, gold, [...]

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