Market and Investment Insights
Featured Post
Portfolio Commentary – March 2026
March reflected a more mixed market environment, with strength in energy supported by solid fundamentals and capital discipline, while consumer
Insights
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 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 – 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 – November 2025
November returns were largely flat amid heightened volatility, as tech-sector valuation concerns and ongoing expectations for U.S. rate cuts limited market gains.
Portfolio Commentary – October 2025
October delivered mixed results across key holdings, with tech-linked names showing strength while others faced short-term sector pressures.
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 – 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.
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 – November 2025
November returns were largely flat amid heightened volatility, as tech-sector valuation concerns and ongoing expectations for U.S. rate cuts limited market gains.