Market and Investment Insights
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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.
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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 – August 2024
Our August 2024 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Portfolio Commentary – June 2024
Our June 2024 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Portfolio Commentary – May 2024
Our May 2024 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Portfolio Commentary – April 2024
Our April 2024 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Portfolio Commentary – March 2024
Our March 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 – August 2024
Our August 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 2024
Our July 2024 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Portfolio Commentary – June 2024
Our June 2024 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Portfolio Commentary – May 2024
Our May 2024 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Portfolio Commentary – April 2024
Our April 2024 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
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.
What are non-financial assets?
The world of non-financial assets demands careful navigation. Buying or selling such assets often involves intricate processes, specialized knowledge, and potentially significant transaction costs.
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.
Video 4 – Canada Pension Plan Video Series
Survivor Pensions Presented by: Erin GendronCertified Financial Planner & Financial Advisor - CrossPoint Financial The goal of this series of videos is to explain common concerns, questions, misconceptions, and things that we think you should know about the Canada...
Portfolio Commentary – August 2024
Our August 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 2024
Our July 2024 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Portfolio Commentary – June 2024
Our June 2024 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Portfolio Commentary – May 2024
Our May 2024 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.