Market and Investment Insights
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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.
Insights
October Commentary & Performance Review
The Bank of Canada announced its intent to leave benchmark interest rates unchanged. This decision was initiated on the basis that the Bank is forecasting a slowing of GDP growth to 1.6% in 2020.
September Commentary & Performance Review
Canadian markets continued to show resilience to a global slowdown as the S&P/TSX hit a new record high. At the high, the index was within striking distance of 17,000 points, nearing a threshold that was unexpected at such a late stage in the business cycle.
August Commentary & Performance Review
Investors who were expecting renewed exuberance in the markets after the Federal Reserve cut interest rates on July 31st would have been disappointed given the negative monthly return on the S&P 500.
July Commentary & Performance Review
North American markets continued higher following last month’s reaction to the Federal Reserve’s softening tone allowing the S&P 500 and S&P/TSX to hit new highs.
June Commentary & Performance Review
A number of positives helped global markets swell during the month, the largest of which was a dovish tone from the Federal Reserve meeting.
May Commentary & Performance Review
May 2019 NERVOUS MARKETS PULL BACK FROM HIGHS The 2019 rally was interrupted in May as most key equity market gauges demonstrated low to mid-single digit percentage losses. This came on the back of an announcement from Fed Chairman Jerome Powell where he indicated...
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Webinar: Planning for Aging
Join us on June 15, 2022 from 12 p.m. - 1 p.m. for a free webinar Planning for Aging: Your Legal and Financial Foundations for the Aging Years We are all living longer, with a significant likelihood of some reduction in our ability to operate independently. Planning...
How to Talk to a Financial Advisor
For many Canadians talking to a financial advisor ranks somewhere between a visit to the dentist and the death of a beloved family pet. Having the right advisor in your corner can be hugely beneficial to your financial success and peace of mind. Learning how to talk...
Financial Planning for Business Owners
Business owners generally have a few common questions on their minds when it comes to their financial planning. Often they wonder what can be done today to improve their long-term financial situation.
Navigating Market Volatility – April 2022 Review
April 2022 Commentary & Performance Review – April brought more volatility to equity markets as investors remain unsure of the central banks’ plan for future rate hikes. The Bank of Canada and Federal Reserve have not ruled out a 0.75%…
Risk Management
This article looks at the most common types of financial risk to wealth that an individual can face and discusses risk management solutions to protect and preserve the wealth that has been built up.
Avoiding the Family Feud – Part 2
Brent continues the creative discussion with long-time friend, Colin White, Portfolio Manager, WLWP Wealth Planners – iA Private Wealth, co-hosting the WLWP Wealth Planners weekly Podcast, Barenaked Money. In Part 1, they began discussing inter-generational wealth...