Marc Pinet, CFP, RIS, Wealth Management Advisor

Marc Pinet, CFP, RIS, Wealth Management Advisor Helping households understand their finances while growing and protecting their wealth.

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What if the are looking beyond today's headlines? We have higher oil prices, higher inflation risks and higher geopoli...
06/30/2026

What if the are looking beyond today's headlines? We have higher oil prices, higher inflation risks and higher geopolitical uncertainty. Yet remain surprisingly resilient. Markets are noticing the news but they're interpreting it differently. Read more to understand the disconnect and what it could mean for your portfolio. https://ow.ly/Cqor50Zgqlv

Et si les regardaient au-delà des manchettes actuelles? Prix du pétrole, risques inflationnistes et incertitude géopol...
06/29/2026

Et si les regardaient au-delà des manchettes actuelles? Prix du pétrole, risques inflationnistes et incertitude géopolitique – pourtant, les restent étonnamment résilientes. Les marchés voient les nouvelles, mais les interprètent différemment. L'article analyse cette divergence entre manchettes et marchés, et ce qu'elle signifie pour votre portefeuille. https://ow.ly/MLV450ZgpSc

Helping the kids buy a house? Read this!
06/16/2026

Helping the kids buy a house? Read this!

advisor.ca

Great article! We have been discussing succession quite a bit with clients lately.
06/15/2026

Great article! We have been discussing succession quite a bit with clients lately.

advisor.ca

Les actions des progressent malgré les tensions géopolitiques et la hausse des prix du pétrole. Mais si les perturbati...
06/03/2026

Les actions des progressent malgré les tensions géopolitiques et la hausse des prix du pétrole. Mais si les perturbations de l'offre persistent, elles pourraient encore mettre à mal les économies sensibles à l'énergie. Découvrez les risques dans le domaine de l' et ce que les investisseurs devraient surveiller. https://ow.ly/EQEK50Z5avZ

06/03/2026

theglobeandmail.com

06/03/2026

lapresse.ca

05/27/2026

lapresse.ca

Acheter une première maison est une étape importante – et coûteuse. Les parents veulent souvent aider, sans compromettre...
05/26/2026

Acheter une première maison est une étape importante – et coûteuse. Les parents veulent souvent aider, sans compromettre leur propre sécurité financière. Options possibles : cotiser à un CELIAPP, faire un don, prêter de l'argent ou cosigner le prêt hypothécaire. Pour en savoir plus sur ces stratégies, cliquez ici. https://ow.ly/eAen50YBjKl

Buying a first home is a big step—and an expensive one. Parents often want to help out but aren't sure how to contribute...
05/25/2026

Buying a first home is a big step—and an expensive one. Parents often want to help out but aren't sure how to contribute without risking their own financial security. Approaches include contributing to a First Home Savings Account, gifting money, lending money or co-signing the mortgage. Find out more about each strategy here. https://ow.ly/lHpj50YBjMs

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