Market and Investment Insights
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Portfolio Commentary – April 2025
Our April 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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December 2021 Commentary & Performance Review
Equity markets showed strength in December, including the S&P 500 which saw returns of 4.36% as hospitalizations from the COVID‐19 Omicron variant appeared to be fewer than expected.
2022 Contribution Reminders
Contributing to an RRSP is a fantastic way to reduce your 2021 payable taxes. A TFSA savings plan that lets you grow and withdraw your money, tax-free, making it a great option when saving for short and long-term goals.
November 2021 Commentary & Performance Review
Equity markets were on track to close another month at all‐time highs before the Omicron variant spooked investors and applied downward pressure in the last week of November. Should Omicron prove to be more transmissible and resilient…
Marriage versus Common-law relationship, there isn’t really a difference, is there?
It’s pretty easy to assume that there isn’t a difference between a legal marriage and a common-law relationship. Deciding which spousal status is right for you is a decision only you can make? Find out more.
Timing is everything when it comes to government benefits
Decisions on when to collect CPP benefits and to convert RRSPs can have a profound effect on clients’ retirement income.
RRSPs, RRIFs, and Drawing Income in Retirement
A common question that we get from clients leading up to retirement is how do you use an RRSP and when do you withdraw funds from it?