Market and Investment Insights
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Portfolio Commentary – April 2026
April reflected a more constructive market environment as investor sentiment improved following March volatility, supported by…
Insights
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 – 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 – 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.
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.
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
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.
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.