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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.
Insights
November 2020 Commentary & Performance Review
In a remarkably short time, three pharmaceutical heavyweights (Pfizer, Moderna, and AstraZeneca) have announced they’re nearing the final stages of developing a COVID-19 vaccine. The surprisingly high…
October 2020 Commentary & Performance Review
Throughout October, investors took positions to de-risk portfolios in the run-up to the U.S. Presidential election. This de-risking, coupled with rising COVID infections and new lockdowns in Europe, resulted in…
September 2020 Commentary & Performance Review
As lockdown restrictions eased, a second wave of COVID cases surged across Europe and India. As a result, mobility-tracking data produced by Google and Apple shows people are willingly travelling less in these regions, putting increased pressure on…
August 2020 Commentary & Performance Review
Over the early summer months, global economies have shown improvements. Jobs, retail sales, food services, and industrial production have been experiencing significant bounces. As we head into the fall…
July 2020 Commentary & Performance Review
The theme of July was strong growth in risk assets compared to a weak US dollar. Relative to history, the US dollar had the worst month of all the major asset classes. A weak US dollar helps spur growth because…
June 2020 Commentary & Performance Review
Ending a quarter of strong recovery from March-lows, the S&P 500 was up 1.8% and the S&P/TSX Composite up 2.1%, in their respective local currencies.
Keys to a Comfortable Retirement
Can You Survive on 2.9% of your Retirement Fund? Executive Summary: Many of my clients are nearing or are currently in some form of retirement. If you are at this stage of life, sustaining your targeted income stream is extremely important. The challenge is how you...
Why Consider Flow-Through Investing?
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Shopping For a Mattress Just Got Easier!
Now You Can Increase Your TFSA! You no longer need to stuff that extra cash in your mattress! Effective immediately, the Canada Revenue Agency (CRA) has allowed Financial Institutions and Individuals to act upon the new proposed change to increase the TFSA...
2015 Federal Budget Overview
2015 Federal Budget Overview The federal government today tabled its Economic Action Plan 2015 – a balanced budget for the first time since fiscal 2008. The government promised to balance the budget, and Budget 2015 announces that the deficit has been reduced from...
Important Tax Information – 2014 Returns
TAX TIME! Are You Ready? It is getting close to that time of year again, tax time; and most individuals are required to file their income tax returns on or before April 30. We're pleased to provide you with a tax planning guide to assist you with your 2014 income tax...
The Year That Was and Looking Ahead to 2015
2014 in Review Canadian equities did well in 2014 with the S&P/TSX Composite earning 11%. The strongest performing sector was Consumer Staples (+49%) while the worst was Energy (-5%). US equities once again had a stellar year with a third straight year of...
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Insurance – The Basics
Insurance can get complicated, so let’s just look at the basics. There are two types of life insurance, ‘term’ and ‘permanent.’
Do you have the right financial plan for these uncertain times?
How do you feel about your current financial situation?
Market Uncertainty Remains – October 2022 Review
After a period of poor performance following the rally in risk assets which started in July and ended mid‐August, global financial markets once again rebounded in October. With US equities leading global stocks…
The Risk in Playing it Safe
This year in North America, we see that equity markets are down about 20%, and fixed income markets are down by about 10%. And then we hear about GIC’s returning a positive 4%…is that not attractive?
The Difficult Task of Achieving Price Stability – September 2022 Review
Equity markets reversed course in September, following the longstanding pattern of weak returns at the start of the ‘fall’ season. Comments from central bankers left little doubt about…
How High Will Rates Go? August 2022 Review
Equity markets slumped in the second half of the month after central bankers from around the world reaffirmed their commitment to tackling inflation through higher interest rates