Think You Know Your Money? This November, Let’s Talk

Did you know that November is recognized as Financial Literacy Month in Canada?

Now in its 15th year, this national initiative is led by the Financial Consumer Agency of Canada, encourages Canadians to “Talk Money” and normalize conversations about personal finances.

At CAPCORP, we’ve been helping Canadians do just that for over 40 years. With $500M+ in assets under management and more than 100 years of combined advisory experience, our team brings both discipline and perspective to every financial conversation. We take our fiduciary and fiscal duty seriously; protecting what matters most while helping you build wealth.

Many of you know us as the team who helps protect your family, business, and future with insurance and benefits. What you may not know is that we also help clients grow their wealth through thoughtful, personalized investment strategies.

And this year, the markets have shown just how valuable disciplined investing can be.
At the time of writing , year-to-date performance stands at:

Canadian: +24% YTD

U.S.: +11% YTD

International: +20% YTD

(as of Sept 30th 2025)

All this despite a backdrop of uncertainty, ranging from debates over interest rate cuts, persistent inflation and jobs data, tariff threats, and even renewed concerns about a potential U.S. government shutdown.

With all that in mind, take a moment to reflect, how has your portfolio performed compared to above?

It’s a simple question, but one worth asking.

We understand that your money is more than just numbers in a bank account. It represents the safety net you’ve built, the stability you’ve worked for, and the sacrifices and hard work that have brought you here. That’s why we take a deeply personal approach to managing wealth.

Our approach is built on three core principles:

• Discipline: Facts, fundamentals, and long-term growth guide our decisions , not short-term market noise.
• Personalized guidance: We sit on the same side of the table as you, understanding your full financial picture, not just one piece of it.
• Dedicated investment analysis: We review investment accounts annually and make recommendations to keep your wealth aligned with market and economic changes

Whether your goals are sending your kids to university, preparing for retirement, expanding your business, or simply maintaining peace of mind, we’re here to guide you with clarity and confidence.

This Financial Literacy Month, let’s “Talk Money.” Start the conversation with us, and let’s create a strategy that protects your hard work, preserves your stability, and helps your wealth grow.

CAPCORP: protecting and growing what matters most.