Market and Investment Insights
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2021 Financial Checklist
2020 was a year to remember, filled with hardship for many, and silver linings for some. As we begin a new year, it’s a time to reflect on the past year to consider what went well and what could be improved upon. Here’s a Financial Checklist to help you and your...
Insights
July 2020 Commentary & Performance Review
The theme of July was strong growth in risk assets compared to a weak US dollar. Relative to history, the US dollar had the worst month of all the major asset classes. A weak US dollar helps spur growth because…
June 2020 Commentary & Performance Review
Ending a quarter of strong recovery from March-lows, the S&P 500 was up 1.8% and the S&P/TSX Composite up 2.1%, in their respective local currencies.
May 2020 Commentary & Performance Review
By the end of May, the majority of investors believe the worst of the COVID-19 economic shutdown is behind us. Although the stock market is forward-looking and an indicator of investor sentiment, we struggle to reconcile these returns with what we’re monitoring in the data from indicators.
April Commentary & Performance Review
After a severe shock to financial systems in March, global markets rebounded sharply in April. Although the virus continued to spread, some countries saw infection rates begin to peak and now plans are being developed to strategically re-open the global economy.
March Commentary & Performance Review
To combat the damage stemming from skyrocketing unemployment numbers and significantly reduced consumption, many central banks opted to cut interest rates, eased financial conditions to persuade banks to extend loans and reduced the interest rate expenses of businesses and consumers.
January Commentary & Performance Review
One hundred years later, we continue to see the effects of the organization founded in January 1920 which we now know as the United Nations.
Q1-2019 Quarterly Review
We are pleased to offer the Q1-2019 Quarterly Performance Review, a 3 part recorded presentation analysis of the quarterly portfolio performance and financial valuation metrics. We are excited to be able to share our knowledge of the financial industry; hear first-hand distinctive insights about personal wealth management and today’s financial services industry.
Q4-2018 Quarterly Review
We are pleased to offer the Q4-2018 Quarterly Performance Review, a 3 part recorded presentation analysis of the quarterly portfolio performance and financial valuation metrics. We are excited to be able to share our knowledge of the financial industry; hear first-hand distinctive insights about personal wealth management and today’s financial services industry.
Q3-2018 Quarterly Review
We are pleased to offer the Q3-2018 Quarterly Performance Review, a 3 part recorded presentation analysis of the quarterly portfolio performance and financial valuation metrics. We are excited to be able to share our knowledge of the financial industry; hear first-hand distinctive insights about personal wealth management and today’s financial services industry.
Can I retire?
From the desk of Erin Gendron... At the beginning of the year, over 1500 randomly selected Canadians were polled on their retirement goals and expectations. How do your retirement goals and savings stack up against these findings? Not quite sure if you’re on track?...
Some Thoughts on the Medicinal Marijuana Sector
"A growth opportunity, yes, but at what cost?" These days it seems that many clients are interested to invest in the stories of cryptocurrencies (Bitcoin, Ethereum, etc), artificial intelligence, automation/robotics and cannabis. They are exciting and I can certainly...
Tax Slips and Supporting Documents You May Receive
How you receive tax slips will be a little different this year. Due to the ownership change of HollisWealth midway through 2017, you will be receiving tax slips from both Scotia Capital Inc. (from Jan – Aug) and Industrial Alliance Securities Inc. (from Aug – Dec)....
4 Financial Tips for Active Young Families
4 Financial Tips for Active Young Families From the desk of Erin Gendron... With the start of a new fall season and the end of care free summer days, the ‘responsible, let’s get organized’ side of me kicks into high gear. Fall has always had a 'fresh start' feel about...
iA Financial Group Completes the Acquisition of HollisWealth from Scotiabank
QUEBEC CITY, Aug. 8, 2017 /CNW Telbec/ - Industrial Alliance Insurance and Financial Services Inc. ("Industrial Alliance" or "iA Financial Group") (TSX: IAG) and The Bank of Nova Scotia ("Scotiabank") (TSX: BNS) (NYSE: BNS) today announced that Industrial Alliance has...
Updates on IA Securities Acquiring HollisWealth
In a previous communication, we confirmed the ownership of HollisWealth will change from Scotia Capital to IA Securities (owned by Industrial Alliance) in the 3rd quarter of 2017. We anticipate this as a positive transition as we will continue to benefit from the...
November 2020 Commentary & Performance Review
In a remarkably short time, three pharmaceutical heavyweights (Pfizer, Moderna, and AstraZeneca) have announced they’re nearing the final stages of developing a COVID-19 vaccine. The surprisingly high…
Q3-2020 Quarterly Review
CrossPoint Financial brings to you the third quarter of 2020 portfolio review. Split into 2 segments, these videos cover some interesting topics that have crossed Brent’s desk and then a more in-depth look at the markets and our portfolio performance through the quarter.
October 2020 Commentary & Performance Review
Throughout October, investors took positions to de-risk portfolios in the run-up to the U.S. Presidential election. This de-risking, coupled with rising COVID infections and new lockdowns in Europe, resulted in…