Market and Investment Insights
Featured Post
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...
Insights
Portfolio Commentary – March 2024
Our March 2024 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Portfolio Commentary – February 2024
Our February 2024 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Navigating the Winds of Change – December 2023 Review
In our December 2023 commentary, we discuss: Impressive returns in fixed income; Optimistic markets despite challenges ahead; Canadian Tech Sector shines; and as we do each month, we highlight the top and bottom performing assets in our portfolios.
Markets Surge with Falling Inflation – November 2023 Review
In our November 2023 commentary, we discuss: The recent market rally in equities; Inflation showing signs of slowing; The Canadian government’s response to housing challenges; and as we do each month, we highlight the top and bottom performing assets in our portfolios.
The Slow Down – October 2023 Review
In our October 2023 commentary, we discuss: The effect of high borrowing costs; A downturn in commercial real estate; A lawsuit against the Russian central bank; and as we do each month, we highlight the top and bottom performing assets in our portfolios.
Shifts in Commodity Markets – September 2023 Review
In our September 2023 commentary, we discuss: A new baseline for gold; Unintended consequences of the Russian oil price cap; Prices of metals needed for the transition to renewables; and as we do each month, we highlight the top and bottom performing assets in our portfolios.
Portfolio Commentary – March 2024
Our March 2024 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Portfolio Commentary – February 2024
Our February 2024 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Portfolio Commentary – January 2024
Our January 2024 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Navigating the Winds of Change – December 2023 Review
In our December 2023 commentary, we discuss: Impressive returns in fixed income; Optimistic markets despite challenges ahead; Canadian Tech Sector shines; and as we do each month, we highlight the top and bottom performing assets in our portfolios.
Markets Surge with Falling Inflation – November 2023 Review
In our November 2023 commentary, we discuss: The recent market rally in equities; Inflation showing signs of slowing; The Canadian government’s response to housing challenges; and as we do each month, we highlight the top and bottom performing assets in our portfolios.
The Slow Down – October 2023 Review
In our October 2023 commentary, we discuss: The effect of high borrowing costs; A downturn in commercial real estate; A lawsuit against the Russian central bank; and as we do each month, we highlight the top and bottom performing assets in our portfolios.
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.
What Does “Legacy” Mean to You?
Your legacy includes both tangible and intangible gifts. Tangible gifts are easy to identify – financial and non-financial assets. But don’t forget the intangible gifts – your knowledge, values, and time spent with loved ones hold immeasurable value. They are cherished and shared while you’re still here.
Estate Planning Should Be More Than Assumptions
Assumptions can lead to misunderstandings, conflicts, and unintended consequences. By avoiding assumptions, you can ensure your estate plan accurately reflects your desires and provides the necessary guidance. Secure your assets, protect your loved ones, and ensure your wishes are carried out effectively after your passing with a well documented estate plan.
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...
Portfolio Commentary – March 2024
Our March 2024 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Portfolio Commentary – February 2024
Our February 2024 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
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...
Portfolio Commentary – January 2024
Our January 2024 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
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.