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.
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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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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...
Equity Rebound Amid Tightening Financial Conditions – March 2022 Review
March 2022 Commentary & Performance Review – Equity markets recovered after a precipitous drop through February, with both the S&P 500 and S&P/TSX rising. However, fixed income securities struggled to hold value as high inflation readings raise the potential for a more hawkish…
Avoiding the Family Feud – Part 1
Brent Vandermeer joined long-time friend, Colin White, Portfolio Manager, WLWP Wealth Planners – iA Private Wealth, to co-host WLWP Wealth Planners weekly Podcast, Barenaked Money. Colin & Brent do a deep dive into the subject of estate planning. In Part 1, ...
February 2022 Commentary & Performance Review
Volatility as a result of the invasion into Ukraine caused a selloff in equity markets, with the S&P 500 down 3.2%, the S&P/TSX stayed almost completely flat, and considerable losses for…
February 2022 Market and Portfolio Update
Brent Vandermeer gives a brief market and portfolio update in this short video where he talks about what’s happened in 2021 and where we might be headed next in terms of the economy and markets.
January 2022 Commentary & Performance Review
North American equity markets had one of their worst starts to the year on record, coming off all‐time highs from the prior month. Inflation readings for Canada…