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2021 Year in Review

Brent Vandermeer gives a brief overview of 2021. It was undoubtedly a year of significant highs, a bit of volatility, and COVID was and remains a force in all our lives. As those challenges hopefully fade, we are ready and excited to meet whatever challenges and opportunities that 2022 has to offer!

COP26: Keeping Climate Issues on the Front Burner

“Investors today aren’t just investing for performance; they also want the ability to make an impact beyond returns that aligns with their personal values.” Check out the latest article in WP where Brent Vandermeer talks about Socially Responsible Investing (SRI) AKA Environmental, Social and Governance (ESG), and the upcoming COP26 conference – an annual summit aimed at accelerating progress towards Paris Agreement emissions targets.

A Tale of Two Markets

Bond markets and stock markets usually move opposite to each other, hence their diversification benefits. Today, they appear to be indicating the same thing by moving strongly upward together. One of them must be wrong. Historically, the smart money is the bond market viewpoint. Yet today, central banks are distorting true risk and value by their market operations. The bond market is likely saying that recession is coming. This leads us to continue our shifts to a more defensive portfolio posture.

Basic Ontario Budget Summary

Below is a brief summary of the Ontario budget from April 27, 2017.  You can download a full review from Scotiabank here. Children’s Prescription Medication: All children and youth aged 24 and under, regardless of family income, get free prescription medication...

4 Financial Tips for Active Young Families

4 Financial Tips for Active Young Families From the desk of Erin Gendron... With the start of a new fall season and the end of care free summer days, the ‘responsible, let’s get organized’ side of me kicks into high gear. Fall has always had a 'fresh start' feel about...

Stay the Course

Following the US election results, we would like to share some research on the impact this may have on markets and the economy. We also want to remind you about our investment philosophy and what that means in terms of portfolio management strategy during times like...