Market and Investment Insights
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Portfolio Commentary – December 2025
December capped off a year marked by aggressive AI investment, resilient valuations, and strong earnings that continued to offset broader economic headwinds.
Insights
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.
AI Leading the Way – May 2023 Review
Traders are beginning to express skepticism about the sustainability of the stock rally year-to-date and are issuing warnings about a potential market downturn later in the year. Despite optimism surrounding a US debt-ceiling…
Rate Hikes Hitting Earnings – April 2023 Review
The Q1 2023 US earnings season has begun and will show the impact of the Fed’s monetary policy on corporate profitability. Year‐over‐year earnings growth is expected at…
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.
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...
How to Talk to a Financial Advisor
For many Canadians talking to a financial advisor ranks somewhere between a visit to the dentist and the death of a beloved family pet. Having the right advisor in your corner can be hugely beneficial to your financial success and peace of mind. Learning how to talk...
Financial Planning for Business Owners
Business owners generally have a few common questions on their minds when it comes to their financial planning. Often they wonder what can be done today to improve their long-term financial situation.
Risk Management
This article looks at the most common types of financial risk to wealth that an individual can face and discusses risk management solutions to protect and preserve the wealth that has been built up.
2022 Contribution Reminders
Contributing to an RRSP is a fantastic way to reduce your 2021 payable taxes. A TFSA savings plan that lets you grow and withdraw your money, tax-free, making it a great option when saving for short and long-term goals.
Timing is everything when it comes to government benefits
Decisions on when to collect CPP benefits and to convert RRSPs can have a profound effect on clients’ retirement income.
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.
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.