The McNaughton Group

06/12/2026

Questions about insurance, estate planning or total wealth planning? Please visit our website to view a list of resources, then contact us for personalized information and advice. Have a great weekend!

https://themcnaughtongroup.ca/resources/

Here you will find a number of articles from our thought leaders, as well as important information on our accounts and services for your reference. We have included a number of popular resources provided by Scotia Wealth Management. For more information, including forms, our team of professionals is...

06/11/2026

This article explores how business owners can turn tax liabilities into opportunities to preserve wealth and create lasting charitable and family legacies. For personalized advice, please reach out to our team.



Discover how business owners can turn tax liabilities into opportunities to preserve wealth and create lasting charitable and family legacies.

06/10/2026

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.

No matter your age, marital status or whether you have children, 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.

06/08/2026

Canadian equities were steadier early in the week, with energy exposure helping cushion the broader risk-off tone, but softer commodity prices and rising domestic yields became headwinds.

Catch up on the latest market news from Scotia Wealth Management - it’s on our news page now.

This week’s highlights Equity rally falters as investors weigh tighter policy conditions Strong labour data drives a late-week rates selloff Strong Canadian jobs data reinforce rate hike expectations Markets revisit expectations for Fed’s policy rate after U.S. labour data release Eurozone infla...

06/04/2026

As most of my followers know, long-term thinking in investing is a crucial principle for building significant wealth, primarily by:

• Mitigating the impact of market volatility.
• Avoiding emotion-driven, reactive decisions.
• Leveraging compounding returns.

It is a strategy focused on “time in the market, not timing the market” and it works. Read more on our blog.

As most of my followers know, long-term thinking in investing is a crucial principle for building significant wealth, primarily by: Mitigating the impact of market volatility. Avoiding emotion-driven, reactive decisions. Leveraging compounding returns. It is a strategy focused on "time in the market...

06/03/2026

According to a survey conducted by Scotiabank in Fall 2025, some investors using AI tools view it as complementary to the information and guidance from their primary financial advisor (30%), but the majority (62%) trust their financial advisor more than AI-generated advice. Still, the Investor Sentiment Survey found usage varies by demographics. For example, male investors were more likely to have consulted AI tools about finances and investments in the past year and those aged 45+ were less likely.

Check out the infographic on our website for more insights from the survey.

As artificial intelligence becomes more advanced, more people are using it in more aspects of their lives, but still see financial advice from a real person as critical.

06/01/2026

Canadian equities returned 0.68%2, despite the decline in oil prices as Shopify and the railways overcame declines in energy companies.

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

This week’s highlights Strong earnings season drives returns as markets await geopolitical clarity Optimistic geopolitical headlines drive modest decline in yields Canada’s economy unexpectedly contracted for a second straight quarter U.S. data highlights softer growth alongside persistent infla...

05/29/2026

Fraud can happen to anyone, regardless of age — yet shame often keeps people from speaking up. By approaching these conversations with empathy and an open mind, you can help break the silence and make it easier for others to come forward.

05/28/2026

In case you missed it: Scotia Wealth Management recently provided a summary of the significant tax measures announced in the 2026 Economic Update and the potential impact on you, your family, and your business.

On April 28, 2026, in Ottawa, Canada’s Minister of Finance and National Revenue, François-Philippe Champagne, delivered the 2026 Spring Economic Update (2026 Economic Update), titled “Canada Strong For All”. The economic and fiscal update, commonly known as the economic statement, traditional...

05/27/2026

When handled well, succession could strengthen both the enterprise and family relationships. When handled poorly, it could strain them irreparably. Successful transitions require early, intentional planning that considers not only the owners’ goals, but also the readiness, aspirations and perspectives of the next generation.

Learn more from Scotia Wealth Management on our website.

Beyond financial value, your family business represents years of sacrifice, identity and legacy. Transferring a business to your adult children could be one of the most meaningful, yet complex, decisions you will make. When handled well, succession could strengthen both the enterprise and family rel...