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Economics and Market Updates

Weekly Strategy Perspectives: Seeking Sanity in a World Gone Delulu

The Through Line: In what would normally be a quiet march toward a late summer holiday weekend, the (headline) hits just keep coming. Questions abound re Fed independence and data reliability; deployment of troops to U.S. cities and the South......

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Funding Your Child’s Future – Beyond the RESP

For many families, few investments feel as meaningful as investing in their child’s education. While that may mean aiming for an Ivy League degree, the race for academic advantage often starts much earlier, with private or boarding school enrolment....

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The Emotional Currency of Wealth Transfer: Navigating Complex Conversations

Money is emotional. Within families, differing values, financial literacy levels, and expectations around inheritance can create tension and avoidance. As a result, family conversations about money and wealth transfer often remain superficial......

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Weekly Strategy Perspectives: Guest Feature - Dissing the Dollar

The Through Line: The U.S. dollar has underperformed many of its currency peers this year – most visibly during times of interim market stress. This unusual occurrence has led some to question the greenback’s traditional role as a safe-haven port......

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Understanding CPP and OAS: Your Path to Retirement Income

Planning for retirement can be complex, but understanding Canada's two main government pension programs—Canada Pension Plan (CPP) and Old Age Security (OAS)—is a great first step....

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Top 5 Retirement Planning Missteps

Planning for retirement is one of the most important financial steps you'll take. Yet, many people make costly mistakes that can jeopardize their long-term financial security. Here's what you can do to avoid these common mistakes....

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Weekly Strategy Perspectives: Consumers – The (not so) Little Engine that Could

The Through Line: For months, the disconnect between sturdy economic data and steadily weakening sentiment readings has perplexed those trying to decode the market’s long-term path......

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Global Markets Commentary: The great rotation

Worried headlines were the order of the day during the first quarter of 2025. Words and deeds of the new U.S. administration produced many heavy hearts and unpleasant surprises......

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Weekly Strategy Perspectives: Global Policy Pivots – Transitory or Enduring?

The Through Line: While meant for moving objects, Newton’s first law applies to trends as well – and President Donald Trump clearly qualifies as the outside force prompting pivots in a wide swath of global trade, security and political alliances......

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Investment Strategy - March 2025

As we publish this report, some U.S. tariffs on Canada and Mexico have been postponed (again) until April 2. The nascent U.S.-instigated trade war is clearly negative for the entire North American economy as it increases inflation and lowers......

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