Is Your Portfolio Socially Responsible? Investing with Your Values As we navigate 2026, the definition of “performance” has evolved. For the modern Canadian entrepreneur, success is no longer just about the bottom line—it’s about alignment. You’ve built a business that reflects your standards and your vision; shouldn’t your investment portfolio do the same? At TheresaSzeto.com, […]

Beyond the Gym How Financial Stress Impacts Your Physical Health When we think about our health, we often think about the “gym and greens” approach: how many steps we took today, or whether we had enough kale. But as we move through 2026, a growing body of Canadian research is confirming what we at TheresaSzeto.com […]

Women, Wealth, and Wisdom Closing the Confidence Gap in Investing By 2026, women in Canada are projected to control nearly half of the country’s accumulated financial wealth. Yet, despite this shift in economic power, a persistent “confidence gap” remains. Recent research from the Canadian Investment Regulatory Organization (CIRO) reveals that only 47% of women feel […]

2026 Financial Outlook What Business Owners Need to Know About New Tax Shifts In the world of wealth management, 2026 has arrived with a clear message: The strategy that got you here will not be the strategy that takes you there. For the sophisticated Canadian business owner, the tax landscape has shifted from a “predictable […]