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Portfolio Commentary – July 2026
July reflected a market driven by strong corporate earnings and improving sentiment in select sectors, while investors remained cautious toward companies facing strategic challenges, slowing end-market demand, and weaker forward-looking guidance.
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Portfolio Commentary – April 2026
April reflected a more constructive market environment as investor sentiment improved following March volatility, supported by…
Portfolio Commentary – March 2026
March reflected a more mixed market environment, with strength in energy supported by solid fundamentals and capital discipline, while consumer
Portfolio Commentary – February 2026
February reflected a more cautious market environment driven by concerns around AI…
Portfolio Commentary – January 2026
In January, asset prices experienced moderate gains across regions, driven by rising, though volatile, commodity prices amid continued global tensions.
Portfolio Commentary – December 2025
December capped off a year marked by aggressive AI investment, resilient valuations, and strong earnings that continued to offset broader economic headwinds.
Portfolio Commentary – August 2025
Markets delivered robust returns in August, fueled by expectations of rate cuts, strong earnings, and sector-specific gains, though labor market softness remains a factor to watch.
Portfolio Commentary – July 2026
July reflected a market driven by strong corporate earnings and improving sentiment in select sectors, while investors remained cautious toward companies facing strategic challenges, slowing end-market demand, and weaker forward-looking guidance.
Portfolio Commentary – June 2026
June reflected a market environment where strong corporate earnings and resilient business performance supported several companies, while continued scrutiny of artificial intelligence investments and innovation expectations weighed on some of the technology sector’s largest names.
Portfolio Commentary – May 2026
May reflected a mixed market environment as investors balanced strong corporate earnings and continued AI-driven growth opportunities against
Portfolio Commentary – April 2026
April reflected a more constructive market environment as investor sentiment improved following March volatility, supported by…
Portfolio Commentary – March 2026
March reflected a more mixed market environment, with strength in energy supported by solid fundamentals and capital discipline, while consumer
Portfolio Commentary – February 2026
February reflected a more cautious market environment driven by concerns around AI…
Financial Advice Also Requires Emotional Awareness
Financial advice is not only about numbers and strategy, it is also about understanding the human story behind each decision.
Spring Cleaning Your Finances
The past few years have brought more change — and uncertainty — than many of us could have anticipated. As life evolves, so do our financial needs, priorities, and goals. That’s why it’s important to take a moment to reflect, refresh, and revise your financial,...
Video 4 – Canada Pension Plan Video Series
Survivor Pensions Presented by: Erin GendronCertified Financial Planner & Financial Advisor - CrossPoint Financial The goal of this series of videos is to explain common concerns, questions, misconceptions, and things that we think you should know about the Canada...
Video 3 – Canada Pension Plan Video Series
When Should I Begin Collecting My CPP? Presented by: Erin GendronCertified Financial Planner & Financial Advisor - CrossPoint Financial The goal of this series of videos is to explain common concerns, questions, misconceptions, and things that we think you should...
Video 2 – Canada Pension Plan Video Series
Drop-Out Provisions Presented by: Erin GendronCertified Financial Planner & Financial Advisor - CrossPoint Financial The goal of this series of videos is to explain common concerns, questions, misconceptions, and things that we think you should know about the...
Canada Pension Plan – Video Series – The Basics
This introductory video gives facts, figures and information about Canada Pension Plan that are important for every Canadian to understand, since you, and all of us, are either contributing to or benefitting from Canada Pension Plan.
Portfolio Commentary – July 2026
July reflected a market driven by strong corporate earnings and improving sentiment in select sectors, while investors remained cautious toward companies facing strategic challenges, slowing end-market demand, and weaker forward-looking guidance.
Portfolio Commentary – June 2026
June reflected a market environment where strong corporate earnings and resilient business performance supported several companies, while continued scrutiny of artificial intelligence investments and innovation expectations weighed on some of the technology sector’s largest names.
Portfolio Commentary – May 2026
May reflected a mixed market environment as investors balanced strong corporate earnings and continued AI-driven growth opportunities against
Portfolio Commentary – April 2026
April reflected a more constructive market environment as investor sentiment improved following March volatility, supported by…
Portfolio Commentary – March 2026
March reflected a more mixed market environment, with strength in energy supported by solid fundamentals and capital discipline, while consumer
Financial Advice Also Requires Emotional Awareness
Financial advice is not only about numbers and strategy, it is also about understanding the human story behind each decision.