Market and Investment Insights
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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.
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Canadian Banks: We Love ‘Em & We Hate ‘Em
From the desk of Erin Gendron... You probably haven’t been able to avoid seeing the negative media attention (and resulting share volatility) the Big 5 Banks have been receiving over the past month. We’ve certainly taken note. The attention on the banks is due to...
Offering Professional In-House Tax Preparation Services
We are pleased to offer you the services of our in-house Tax Specialist. Robert Westgarth is an accountant and tax consultant, and has years of experience with tax preparation. We will continue to facilitate the tax preparation services of Steve Ernst (Converge...
Industrial Alliance (iA) Acquires HollisWealth from Scotiabank
The rumours in last week’s article in the Globe and Mail have been confirmed with today’s announcement that Scotiabank will sell their ownership in HollisWealth to Industrial Alliance (iA) effective in the third quarter of 2017. STABILITY We view this change...
Stay the Course
Following the US election results, we would like to share some research on the impact this may have on markets and the economy. We also want to remind you about our investment philosophy and what that means in terms of portfolio management strategy during times like...
Brexit Vote: This is Not a “Today” Event
As you likely know, the UK people voted to exit the European Union yesterday. This has and will continue to create political uncertainty as other member countries like the Netherlands, Spain, Italy, etc consider their own “leave” decisions. It’s important to note that...
Brent Vandermeer Awarded the ETF Champion of the Year
Last week, over 400 attendees from across the wealth management industry in Canada came together to celebrate the outstanding value that financial professionals provide to their clients. The 20 award categories recognize excellence across the industry, from community...