Market and Investment Insights
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Portfolio Commentary – August 2025
Markets delivered robust returns in August, fueled by expectations of rate cuts, strong earnings, and sector-specific gains, though labor market softness remains a factor to watch.
Insights
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 – February 2024
Our February 2024 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Navigating the Winds of Change – December 2023 Review
In our December 2023 commentary, we discuss: Impressive returns in fixed income; Optimistic markets despite challenges ahead; Canadian Tech Sector shines; and as we do each month, we highlight the top and bottom performing assets in our 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.
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.
Leaving a Legacy – My Par Gift
One of CrossPoint Financials’ core values is generosity. We hope to live that value out corporately, personally and to encourage our clients to consider the same.
Delivering Service Excellence to Aging Clients & Families
Jennifer Moir, Age Well Solutions and Brent Vandermeer, CrossPoint Financial | iA Private Wealth, discuss some important topics such as longevity planning, encouraging conversations with family members in advance, the five stages of caregiving and more.
Q1-23 Quarterly Review
Brent Vandermeer gives a brief market and portfolio update in this short video, where he talks about what happened in 2022 and where we might be headed next regarding the economy and markets.
Insurance & Legacy Planning
What’s less widely known is that you can purchase an insurance policy on yourself to leave a legacy. This is an option for individuals who want to support a charitable organization
Insurance – The Basics
Insurance can get complicated, so let’s just look at the basics. There are two types of life insurance, ‘term’ and ‘permanent.’
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.
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.