Insights

28 June, 2022 Estate planning

Estate Planning: Transferring Your Estate

Estate Planning: Transferring Your Estate reviews the final steps of estate planning regarding the actual transfer of your estate to your heirs and beneficiaries....

08 June, 2022

Estate Planning: First Steps

Whether your assets are big or small, everyone can benefit from a formalized estate plan. Developing an estate plan involves preparing and providing instructions on how you would like your estate affairs managed and assets distributed....

26 May, 2022

Market Headwinds Ahead

Twelve months ago, the narrative was that we were heading into another “Roaring 1920s”, with the global economy set to see years of high growth as it emerged from the pandemic. What a difference a year makes; the narrative has now flipped as concerns...

19 May, 2022

Stock Price Volatility Reflects Opinions, Not Facts

We’ve been on a market rollercoaster ride recently, witnessing some of the biggest swings in more than two years. I call this the “Inflation Phantom” rollercoaster....

13 April, 2022

The Point of Maximum Pain

In our outlook for 2022, we noted that the macroeconomic backdrop was becoming more challenging....

08 April, 2022

Canada’s Budget Highlights

The Federal Government released its new budget on April 7 - focused on incentives to make life more affordable....

06 April, 2022

Who Will Win? – It’s Anybody’s Guess!

Diversification is the technique of allocating portfolio resources or capital to a mix of investments. The goal of diversification is to reduce the volatility of an investment portfolio by offsetting losses in one asset class with gains in another....

09 March, 2022

Confidence in Our Positioning Despite Challenges

The war in Ukraine presents a number of questions about the near and long-term outlook for the global economy and markets....

01 March, 2022

Focus on Volatility

Investing will always involve some level of risk. No one ever knows when the market will turn. History reveals that equity markets usually recover strongly two years after a major crisis....

08 February, 2022 Financial Planning