The moment you receive an inheritance is rarely one of simple joy. It’s a complex, quiet moment, often layered with grief, gratitude, and a new, sudden weight of responsibility. For many, this is the first encounter with "Sudden Wealth Syndrome"—a disorienting mix of anxiety and pressure. You are not just receiving money; you are receiving a legacy, an artifact of a lifetime of work, and the responsibility to steward it wisely. And in that disquieting moment, it is terrifying

Nothing creates more quiet anxiety than uncertainty. And this past week, the central banks in Canada and the United States delivered a significant dose of it. We are now facing a clear divergence in monetary policy. The Bank of Canada (BoC) has firmly signalled it is done, while the U.S. Federal Reserve has created fresh volatility with a "hawkish cut". For the Kelowna families and founders I serve, this divergence isn't just an abstract economic headline; it creates crosscur

Beginning this week, I will be providing a summary of the IA Financial Economic Review. Sebastien McMahon recaps the news of the week and offers insight into how it impacts our portfolios. View the video here. For leaders and families who have built significant wealth, market volatility feels different. It’s not just a number on a screen; it’s a potential disruption to a long-term vision. This week, the market’s defining theme was "On Again, Off Again," a concept that perfec