Be well-informed.

We are committed to providing clients with timely information on investments, wealth planning and our community.

Be well-informed.

Investments

Why do stock markets fluctuate so much?
Why do stock markets fluctuate so much?
Jul 24, 2017
Investors have different views – some may choose to buy shares of a company while at the same time others may choose to sell. While demand and supply determine a stock price in real time, the long-term value of a company is driven by its earnings and cash flows.
Getting more active: The evolution of investing
Getting more active: The evolution of investing
Jul 12, 2017
The active investment management industry has mostly focused its resources on generating alpha – returns above market performance – but it is important to actively manage all the variables that affect an investor’s total return.
Surprises are part of life, be prepared
Surprises are part of life, be prepared
May 31, 2017
A fundamentally good investment can sometimes turn into a bad one. A controlled and measured approach can help minimize volatility and generate consistent returns for investors over their time horizons.
Différentes données fournissent différentes perspectives
Différentes données fournissent différentes perspectives
Apr 26, 2017
The excitement fuelled by U.S. President Donald Trump may have eased somewhat, but many market indicators imply that investor optimism persists. By many measures, investors are as fearless as they have been in about a decade.
Augmentation du prix du petrole en 2017
Augmentation du prix du petrole en 2017
Apr 3, 2017
Among many surprises during 2016 was OPEC’s November agreement to limit oil production – the first such agreement in eight years. Perhaps more surprisingly, it extended beyond the cartel, as Russia agreed to unprecedented cuts to its own output.
The celebrity effect continues in Trump’s favour
The celebrity effect continues in Trump’s favour
Mar 28, 2017
Since the election of Donald Trump as U.S. president on November 8, 2016, U.S. stock markets, as measured by the S&P 500 Composite Index, have had 47 positive days and only 28 negative days. Of the 28 negative days, the downside has been less than 1%. This low level of volatility is unusual.
Ne tournez pas trop vite le dos aux États-Unis
Ne tournez pas trop vite le dos aux États-Unis
Feb 23, 2017
Those hoping for constructive action on U.S. President Donald Trump’s pro-growth policies and less action on his protectionist ones have been disappointed. However, as long as democracy and free markets remain in place to foster technological growth and productivity enhancements, the U.S. will...
Incertitude
Incertitude
Jan 19, 2017
Last year was full of surprises, the biggest being the election of Donald Trump as the next U.S. president.  While there are many unknowns regarding the “Trump effect,” it continues to push stock valuations higher. We are maintaining a “boring” position in our portfolios until there is more clarity.
assante life
assante life
Oct 19, 2016
There are plenty of reasons to expect heightened market volatility throughout the remainder of 2016. Before selling your investments and heading for the hills, there is something to consider…
assante life
assante life
Sep 30, 2016
Most investors prefer to have some currency stability to aid longer term planning, but this does not appear to be in the cards for the foreseeable future.