Market and Investment Insights
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The Elegant Solution: Simplifying Your Financial Life
Are you carrying too much financial “stuff”? Old accounts, unused tools, and forgotten subscriptions can weigh you down, what could you let go of to make your financial climb lighter?
Insights
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 2025
July delivered solid gains across North American and European equity markets, supported by strong job data in Canada and positive trade developments between the U.S., EU, and Japan. While Canada’s housing market faces prolonged weakness, milestones in LNG exports and growing adoption of stablecoins point to new growth opportunities ahead.
Portfolio Commentary – May 2025
Our May 2025 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Portfolio Commentary – April 2025
Our April 2025 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Portfolio Commentary – March 2025
Our March 2025 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Portfolio Commentary – February 2025
Our February 2025 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
The Elegant Solution: Simplifying Your Financial Life
Are you carrying too much financial “stuff”? Old accounts, unused tools, and forgotten subscriptions can weigh you down, what could you let go of to make your financial climb lighter?
Portfolio Commentary – September 2025
Markets advanced in September, led by technology and infrastructure sectors, while energy softened amid falling oil prices.
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 2025
July delivered solid gains across North American and European equity markets, supported by strong job data in Canada and positive trade developments between the U.S., EU, and Japan. While Canada’s housing market faces prolonged weakness, milestones in LNG exports and growing adoption of stablecoins point to new growth opportunities ahead.
Portfolio Commentary – June 2025
Our June 2025 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Portfolio Commentary – April 2025
Our April 2025 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
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.
Q3-2023 Review & Update
Brent Vandermeer, Senior Portfolio Manager provides a video overview of Q3-2023 and the ever-changing markets.
The Elegant Solution: Simplifying Your Financial Life
Are you carrying too much financial “stuff”? Old accounts, unused tools, and forgotten subscriptions can weigh you down, what could you let go of to make your financial climb lighter?
Portfolio Commentary – September 2025
Markets advanced in September, led by technology and infrastructure sectors, while energy softened amid falling oil prices.
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 2025
July delivered solid gains across North American and European equity markets, supported by strong job data in Canada and positive trade developments between the U.S., EU, and Japan. While Canada’s housing market faces prolonged weakness, milestones in LNG exports and growing adoption of stablecoins point to new growth opportunities ahead.
Portfolio Commentary – June 2025
Our June 2025 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Portfolio Commentary – May 2025
Our May 2025 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.