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Be well-informed.

Market Analysis

Happy couple reviewing documents on tablet
Happy couple reviewing documents on tablet
Nov 15, 2018
On November 14, our wealth planning focus was on important things to consider in preparing powers of attorney. We also heard from John Hock, Chief Investment Officer of Altrinsic Global Advisors for the International Equity Value Pool.
Grandparents with granddaughter on smartphone
Grandparents with granddaughter on smartphone
Aug 27, 2018
This quarter, our wealth planning focus was on the importance of incorporating a legacy into your overall plan. We also heard from Robert Swanson, Principal & Chief Market Strategist of Cambridge Global Asset Management on the International Equity Growth Pool.
Woman financial advisor meeting with clients
Woman financial advisor meeting with clients
Jul 18, 2018
While it is not possible to be fully insulated from a market decline, there are effective wealth management strategies that can help investors prosper over the long term.
Income sprinkling and passive income
Income sprinkling and passive income
May 28, 2018
This quarter, our wealth planning focus was on the changes to the income splitting and passive investment income rules. We also heard from Chip McKinley, SVP of Cohen & Steers Inc. on their favourable outlook for real estate securities.
Retired couple reviewing financial statements and wealth plan
Retired couple reviewing financial statements and wealth plan
Mar 2, 2018
This quarter, our wealth planning focus was on what individuals should consider before drawing on government benefits. We also heard from Rick Vandale, Managing Director of Epoch Investment Partners on their U.S. Equity Value Pool.
Financial analyst reviewing marketing performance figures
Financial analyst reviewing marketing performance figures
Feb 13, 2018
Concerns over investing in Europe over the past several years have been based on a number of uncertainties. Not all of those uncertainties have disappeared. However, the region’s wider fundamentals have improved.
December Portfolio Construction
December Portfolio Construction
Dec 21, 2017
Equity investors are optimistic about recent outstanding equity market performance, but it is important to identify and prepare for risks that may lie below the surface.  
mesure fiscales proposees
mesure fiscales proposees
Nov 27, 2017
This quarter, our wealth planning focus was on Finance’s proposed changes to the taxation of private corporations. We also heard from Peter Hofstra, Senior Portfolio Manager of Harbour Advisors on their Canadian Equity Value Pool.
Cryptocurrency are they good investment
Cryptocurrency are they good investment
Oct 25, 2017
The recent meteoric rise in the price of cryptocurrencies like Bitcoin and Ether has been making waves around the investment community while provoking a wide range of reactions from business leaders, national governments and even celebrities.
Financial chart
Financial chart
Sep 22, 2017
Since North American markets bottomed on March 9, 2009, following the global financial crisis, the S&P 500 Index in the U.S. has gained more than 260% (as of mid-July 2017). Over the same period, the Canadian market has claimed less than half of that advance. 

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