by Brent Vandermeer | Mar 23, 2026 | Brent Vandermeer, CP Insights
What follows is a real story about an interaction with a client recently. When Patience Is the Prudent Path There are moments in financial planning that have very little to do with numbers. Recently, we completed the sale of a long-held stock for a client. On paper,...
by Brent Vandermeer | Mar 18, 2026 | Market Commentary, Monthly Reviews
Portfolio Highlights Enbridge Inc. (ENB) rose 10.49% in February, driven by very strong earnings in its latest quarter. The company continues to generate stable cash flows, with 98% of its business coming from contracted revenue, allowing it to maintain a defensive...
by Brent Vandermeer | Feb 17, 2026 | Market Commentary, Monthly Reviews
Portfolio Highlights Units of Granite REIT (GRT.UN) rose 7.88% in January, supported by its consistent monthly distributions, which reflect stable cash flows. During the month, the REIT announced $292M in acquisitions and $190M in dispositions, reinforcing a...
by Brent Vandermeer | Jan 14, 2026 | Market Commentary, Monthly Reviews
Portfolio Highlights Shares of Granite REIT (GRT.UN) rose 7.07% in December, supported in part by the announcement that the company will voluntarily delist from the New York Stock Exchange to reduce costs and simplify operations. The trust also recently increased its...
by Brent Vandermeer | Dec 10, 2025 | Market Commentary
Portfolio Highlights Shares of Dollarama (DOL) rose 9.68% in November. The retailer continues to benefit from strong demand for affordable goods, as concerns about persistent inflation are leading consumers to seek lower-cost alternatives—supporting consistent sales...
by Brent Vandermeer | Nov 14, 2025 | Market Commentary
Portfolio Highlights Shares of TransAlta Corporation (TA) extended their strong performance in October, gaining 30.41% for the month. The rally followed reports that Meta (META) is nearing an agreement to develop new data centers in Alberta. Although TransAlta is not...
by Brent Vandermeer | Oct 23, 2025 | Brent Vandermeer, Market Commentary
Greetings! Please allow me to take a brief walk down memory lane with you. Many of you know about my early days as an advisor, but as our firm has grown, I suspect many of you may not. Initially, I wasn’t interested in this field at all—until I realized the...
by Brent Vandermeer | Oct 8, 2025 | Market Commentary
Portfolio Highlights Shares of Alphabet Inc. (GOOG) advanced 13.90% in September following news that the U.S. Department of Justice would not require the company to divest its Search division. Investors responded positively, driving a notable rally in the stock....
by Brent Vandermeer | Sep 11, 2025 | Market Commentary, Monthly Reviews
Market Pulse Stocks remained exceptionally strong in August, with the S&P 500, S&P/TSX, and EAFE indexes returning 1.91%, 4.79%, and 4.30%, respectively. This robust performance was largely driven by expectations of upcoming rate cuts, which generally support...
by Brent Vandermeer | Aug 13, 2025 | Market Commentary, Monthly Reviews
Market Pulse North American and European equity markets continued to provide a strong investment vehicle for capital growth with the TSX rising 2.90%, the S&P500 rising 2.24% and EAFE markets rising 1.91%. In Canada, the jobs and unemployment numbers came out...
