Canadian Wealth Management · Est. 1991
US Clients Client Login
Insights

Analysis, insights and
research from Louisbourg.

Investment perspectives from our team of advisors, portfolio managers, and analysts.

Most Recent
Financial Planning

Financial Planning Tips After a Divorce

During this major life event, here are a few tips from a financial planning perspective.

March 23, 2023 3 min read
Retirement

Retirement for Business Owners

Not all businesses are created equal. Here are some insights on how your business might help in your retirement planning.

February 1, 2023 3 min read
Tax

Making the Best of a Down Market with Tax Loss Harvesting

Down markets are never pleasant. Triggering capital losses to reduce your tax bill can be seen as a silver lining.

December 7, 2022 4 min read
Investing

When Money Grows Like Trees – 3 Essential Steps to Building Wealth

Money might not grow on trees but there are a few things about building wealth that can be learned from…

December 4, 2022 3 min read
Retirement

Balance is Key to Retirement Success

Learning to balance how you allocate your resources is one of the best ways to get ahead financially.

October 11, 2022 3 min read
Business Succession

Business Succession Planning – Top 3 Mistakes Owners Make

A good plan can go a long way. Here are the top 3 mistakes business owners make in their business…

September 13, 2022 4 min read
Investing

To Save or To Pay Down Debt?

Like many goals in life, good habits are key to success

July 6, 2022 4 min read
Retirement

Impact of inflation on your retirement plan

Should investors worry about inflation impacting their retirement plans?

May 25, 2022 4 min read
Investing

When Is the Best Time to Invest in Markets?

Should you invest now, or is it a good idea to wait and invest your money later? Is there a…

April 6, 2022 4 min read
Uncategorized

The Art of Decumulation

There is no “one-size fits all” in retirement income planning. Thoughtful decumulation is key to making the most of your…

March 10, 2022 4 min read
1 2 3 4 5