Connecting to the real world
Quarterly Performance Report (Q1 of 2024)
Q1 of 2024 saw promising returns, but are we in a bubble? In short, no. The underlying metrics are strong and stable.
Navigating Volatility: Your Investment Portfolio's Resilience in Challenging Times
The Bank of Canada has kept rates unchanged amidst lower than expected GDP.
Are We There Yet? Have Interest Rates Peaked
The Bank of Canada has kept rates unchanged amidst lower than expected GDP.
Beyond The Surface: Decoding Market Signals and the Looming Recession Conundrum
A growing multitude of sectors, from small caps to even some energy names are beginning to exhibit encouraging indicators that the U.S. market’s current resilience is not only sustainable, but strengthening.
Signs Hint That a Broader U.S. Stock Market Rally May Be Taking Hold
A growing multitude of sectors, from small caps to even some energy names are beginning to exhibit encouraging indicators that the U.S. market’s current resilience is not only sustainable, but strengthening.
Portfolio Positioning: Taking Some Profits Off The Table But Still See Opportunities in Travel and Leisure
Read our monthly view on market and economic developments, as well as specific themes, sectors and individual stocks we're paying particular attention to.
What You—And Your Heirs—Ought to Know About Transferring Your Cottage
Plan on keeping the family cottage for future generations? Learn how a sprinkling trust can help defer the tax burden for your heirs.
Dates and Data Points for July
Key dates, issues and other information we’re watching, and sharing with clients.
A Recession Is Likely. Here’s Why Investors Shouldn’t Panic
Rarely have markets discounted an early cycle recovery before actually descending into a recession. But we are not in a typical environment. Whether it’s a recession or soft landing, we are focused on quality and visibility.
Portfolio Positioning: Short-Term Yields Just Too Attractive to Pass Up
Read our monthly view on market and economic developments, as well as specific themes, sectors and individual stocks we're paying particular attention to.
Why Estate Planning Matters More Than You Think
An estate plan can help spare your heirs from paying out-of-pocket expenses to settle the estate, maximize their inheritance and ensure your voice is heard.
Dates and Data Points for June
Key dates, issues and other information we’re watching, and sharing with clients.