Market and Investment Insights
Featured Post
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.
Insights
Markets Surge with Falling Inflation – November 2023 Review
In our November 2023 commentary, we discuss: The recent market rally in equities; Inflation showing signs of slowing; The Canadian government’s response to housing challenges; and as we do each month, we highlight the top and bottom performing assets in our portfolios.
The Slow Down – October 2023 Review
In our October 2023 commentary, we discuss: The effect of high borrowing costs; A downturn in commercial real estate; A lawsuit against the Russian central bank; and as we do each month, we highlight the top and bottom performing assets in our portfolios.
Shifts in Commodity Markets – September 2023 Review
In our September 2023 commentary, we discuss: A new baseline for gold; Unintended consequences of the Russian oil price cap; Prices of metals needed for the transition to renewables; and as we do each month, we highlight the top and bottom performing assets in our portfolios.
Challenging Credit Environment – August 2023 Review
In our August 2023 commentary, we discuss: Lasting impacts from central bank policies; Bankruptcy from the UK’s second-largest city; Opportunities in private credit; and as we do each month, we highlight the top and bottom performing assets in our portfolios.
Markets Still on Edge – July 2023 Review
In the July 2023 review we discuss improvement in the IMF’s growth outlook; Changes in Japan’s monetary policy, and the funding crisis in renewable energy. As we do each month, we highlight the top and bottom performing assets in our portfolios.
The Future of Energy – June 2023 Review
In the June 2023 commentary, we discuss Ontario’s nuclear energy development; China’s activity in liquid natural gas markets; Canadian consumer and the labour market; As we do each month, we highlight the top and bottom performing assets in our 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.
Portfolio Commentary – January 2024
Our January 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.
Markets Surge with Falling Inflation – November 2023 Review
In our November 2023 commentary, we discuss: The recent market rally in equities; Inflation showing signs of slowing; The Canadian government’s response to housing challenges; and as we do each month, we highlight the top and bottom performing assets in our portfolios.
The Slow Down – October 2023 Review
In our October 2023 commentary, we discuss: The effect of high borrowing costs; A downturn in commercial real estate; A lawsuit against the Russian central bank; and as we do each month, we highlight the top and bottom performing assets in our portfolios.
Do you have the right financial plan for these uncertain times?
How do you feel about your current financial situation?
The Risk in Playing it Safe
This year in North America, we see that equity markets are down about 20%, and fixed income markets are down by about 10%. And then we hear about GIC’s returning a positive 4%…is that not attractive?
Movies, Money & Time
Whether the moments feel long or short, the gift of time is what really matters. A probable recession might be a little bump along the way over the grand history of time, however we need to remind ourselves that our time is limited. We only have a set number of hours per day, we can use them wisely, or we can use them worriedly.
Talking to Your Children About Money
Sometimes money is the elephant in the room. Money can be a hard subject to talk about, especially to your family. A lot of Boomers in particular were raised with the idea that it was rude to bring up the subject of money. However, it’s one of the most important...
Webinar Replay | Planning for Aging
Your Legal and Financial Foundations for the Aging YearsWe are all living longer, with a significant likelihood of some reduction in our ability to operate independently. Planning for unplanned situations and life transitions has become necessary. How do you prepare...
Webinar: Planning for Aging
Join us on June 15, 2022 from 12 p.m. - 1 p.m. for a free webinar Planning for Aging: Your Legal and Financial Foundations for the Aging Years We are all living longer, with a significant likelihood of some reduction in our ability to operate independently. Planning...
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.
Video 3 – Canada Pension Plan Video Series
When Should I Begin Collecting My CPP? 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...
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.