Market and Investment Insights
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Portfolio Commentary – May 2026
May reflected a mixed market environment as investors balanced strong corporate earnings and continued AI-driven growth opportunities against
Insights
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.
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.
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.
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.
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.’
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...
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.
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.
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.