Recent Articles

Don’t Bank on an Inheritance

Many Baby Boomers have pinned their hopes on an inheritance to solve their financial challenges. Media reports often highlight the anticipated $1 trillion expected to transfer between generations over the next 10-15 years. A recent HSBC report from March 2024 reveals that 39% of working and recently retired individuals are counting on some form of […]

Q3-2025 Fraud Report

Executive Summary The third quarter of 2025 was defined by a massive surge in Impersonation Scams and Investment Fraud. Advanced technologies, specifically AI-driven voice synthesis and deepfakes, have made “Grandparent” and “Bank Investigator” scams significantly more convincing. While Investment Fraud remains the costliest category, Identity Fraud and Phishing remain the highest in terms of raw […]

The Manitoba Securities Commission (MSC) is urging all Manitoba investors to be extra cautious after a local senior lost their $2 million dollar life savings in a crypto scam with “Fargo Investor” – an unregistered, fraudulent business. MSC investigators believe others may have invested with or been approached by the company and encourage them to […]

Fake ads using AI are luring Canadians into cryptocurrency scams, promising double the returns. Watch video for full details.

A scam involving alleged “bank investigators” continues to cause major problems for people within the Greater Toronto and Halton area, and more victims have come forward to say they’ve lost tens of thousands of dollars. Durham Regional Police issued a warning after 41 people were defrauded, and Halton police are also reporting 53 victims have […]

When it comes to money and investing, a lot of people fall into the same trap: chasing what’s “hot” right now. If a certain stock, sector, or trend is making headlines, many will jump in—hoping they’ve found a “sure thing.” The funny thing is, that’s the exact opposite of how real planning works. Whether it’s […]