Market and Investment Insights
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Portfolio Commentary – September 2025
Markets advanced in September, led by technology and infrastructure sectors, while energy softened amid falling oil prices.
Insights
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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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...
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…