The Orr Financial Management Group

07/16/2026

Financial abuse can happen to anyone, but older adults are often particularly vulnerable. In this episode, you'll learn:

✔️ How elder financial abuse typically begins
✔️ Who the perpetrators often are
✔️ How to identify the warning signs
✔️ How power of attorney can be used responsibly
✔️ Where victims and families can find support and resources

Listen now through our website.

Our experts outline how the very people older adults rely on for day-to-day help can sometimes become perpetrators of this increasingly prevalent crime.

07/15/2026

As retirement approaches, preserving your wealth and planning for the next generation become increasingly important.

Tax, investment and estate-planning strategies can help you prepare for the years ahead, with some options becoming especially relevant after age 65. Visit our website to explore a checklist of common planning considerations as you enter retirement.

The following checklist outlines some common wealth planning considerations to think about as you enter retirement.

07/13/2026

Canadian equities returned 0.26%, supported by higher crude prices and resilient economic data, while stronger employment figures reinforced expectations for BoC tightening keeping inflation and rate expectations in focus.

Check out the latest market commentary from Scotia Wealth Management on our website.

This week’s highlights Oil, rates and AI drive diverging regional performance Inflation risks reprice global rate expectations despite resilient growth backdrop Canada’s labour market and trade performance show signs of resilience U.S. services sector activity continued to expand in June as empl...

07/10/2026

Economic uncertainty can make investors uneasy, but preparation is often more effective than prediction. Strengthening your portfolio, maintaining discipline and having a clear plan can help you navigate periods of slower growth and market volatility.

Read the full article for four practical recession-readiness rules designed to protect your long-term financial strategy.

Economic forecasting is, as I have observed frequently in the past, notoriously imprecise. Many experts are saying that Canada is facing a high risk of a "modest" or "technical" recession in 2026, largely driven by trade tensions, ongoing U.S. tariffs, unpredictable interest rates and, most recently...

07/10/2026

Financial wellness extends beyond market returns and account balances. It encompasses peace of mind, financial security and the freedom to make decisions that align with your priorities and aspirations.

Whether you are planning for the future or reviewing your current strategy, we would be pleased to help. Reach out to our team to start the conversation.

07/09/2026

Over the past several decades, women in Canada have increased their financial influence through higher workplace participation, greater representation in leadership roles, and growing levels of business ownership, making proactive legacy planning increasingly important. Here are some key reasons women may want to prioritize estate and legacy planning.

Over the past several decades, women in Canada have increased their financial influence through higher workplace participation, greater representation in leadership roles, and growing levels of business ownership, making proactive legacy planning increasingly important.

07/08/2026

Financial wellness is an important part of your overall wellbeing. From planning ahead to protecting your wealth, small intentional steps can help you feel more confident about today and prepared for tomorrow.

Read the article to explore 7 steps toward improving your financial wellness.

Research shows that physical and financial health are closely connected and how an individual feels about their financial situation can impact their physical and mental wellbeing.

07/06/2026

The CUSMA review carries significant economic stakes given the depth of North American integration, with outcomes that will shape trade flows, investment, and broader economic performance. While Canada and Mexico are more directly exposed through their reliance on U.S. demand, the U.S. also faces meaningful risks through supply chain disruption and higher input costs.

As discussions around CUSMA continue, investors may want to keep a close eye on potential market impacts. Read the full article for the complete analysis. https://mitchorr.com/the-cusma-deal-four-scenarios-the-odds-and-whats-at-stake/

Key conclusions CUSMA underpins North American economic integration, giving Canada and Mexico critical access to the U.S. market, while for the U.S., its value lies in securing cost-efficient supply chains and reliable access to intermediate inputs that support domestic production. A more combative....

07/03/2026

Grasping the "consequences of consequences" means looking beyond the immediate, obvious outcomes to consider the chain reactions and long-term effects of a decision.

While first-order thinking asks, "What is the immediate result?" second-order thinking asks, "And then what?"

Read the full article on our website.

Back in 2011 the chairman and cofounder of Los Angeles based Oaktree Capital Management whose name was Howard Marks published a book called The Most Important Thing – Uncommon Sense for the Thoughtful Investor. Mr. Marks covered many subjects in his book including the price/value relationship, wha...

07/02/2026

While families invest significant time and resources into tax strategies, legal structures and investment planning, many underestimate the impact of communication, trust, and shared understanding. As a result, wealth transitions often become fraught with confusion, conflict, or unintended outcomes.

This article highlights key principles that may help you in bridging apparent communication gaps as you seek to lay a strong foundation of long-term family wealth.

Effective communication across generations is one of the most important—and often overlooked—factors in successful family wealth transition. While families invest significant time and resources into tax strategies, legal structures and investment planning, many underestimate the impact of commun...