Market and Investment Insights
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Portfolio Commentary – November 2025
November returns were largely flat amid heightened volatility, as tech-sector valuation concerns and ongoing expectations for U.S. rate cuts limited market gains.
Insights
Portfolio Commentary – February 2025
Our February 2025 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Portfolio Commentary – January 2025
Our January 2025 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Portfolio Commentary – December 2024
Our December 2024 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Portfolio Commentary – November 2024
Our November 2024 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Portfolio Commentary – October 2024
Our October 2024 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Portfolio Commentary – September 2024
Our September 2024 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
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.
Portfolio Commentary – June 2025
Our June 2025 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
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.
Portfolio Commentary – March 2025
Our March 2025 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Portfolio Commentary – February 2025
Our February 2025 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Portfolio Commentary – January 2025
Our January 2025 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
What Does “Legacy” Mean to You?
Your legacy includes both tangible and intangible gifts. Tangible gifts are easy to identify – financial and non-financial assets. But don’t forget the intangible gifts – your knowledge, values, and time spent with loved ones hold immeasurable value. They are cherished and shared while you’re still here.
Estate Planning Should Be More Than Assumptions
Assumptions can lead to misunderstandings, conflicts, and unintended consequences. By avoiding assumptions, you can ensure your estate plan accurately reflects your desires and provides the necessary guidance. Secure your assets, protect your loved ones, and ensure your wishes are carried out effectively after your passing with a well documented estate plan.
Optimize Your Wealth with a Viable Risk Management Strategy
Risk Management is an area where one misstep or oversight can significantly negatively affect your family’s wealth. The earlier one adopts a Risk Management mindset, the better.
What Does Retirement Mean for You?
Planning for retirement isn’t a one-time exercise you can do in one meeting. It will be an ongoing process that will involve a lot of thinking and modifying your plans as you age and your situation changes.
Get Good Advice About Tax and Estate Planning
It’s crucial to recognize that the quality of advice you receive in Tax and Estate Planning can significantly impact your family’s wealth. Exceptional advice can lead to positive outcomes, while anything less can prove costly.
Understanding Your Current and Future Liabilities
The concept of “debt” (in any form) has a bad connotation for some people. While we would never advocate taking on debt imprudently, there are some situations in which borrowing money is in the best interest of your family’s wealth.
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.
Portfolio Commentary – June 2025
Our June 2025 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
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.
Spring Cleaning Your Finances
The past few years have brought more change — and uncertainty — than many of us could have anticipated. As life evolves, so do our financial needs, priorities, and goals. That’s why it’s important to take a moment to reflect, refresh, and revise your financial,...
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.
Portfolio Commentary – March 2025
Our March 2025 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.