Blog

September 2021 Newsletter

Posted on: September 1, 2021

With the Canadian elections coming up, this newsletter invites you to learn about the complex interactions between elections, the markets, and the economy. In this special edition, also read about how your advisor can support you if you are a small business owner.

August 2021 Newsletter

Posted on: August 6, 2021

In this newsletter we provide an update on our portfolio and the market, as well as look into U.S. Persons' tax obligations, strategies to simplify, and changes to the Old Age Security payment.

July 2021 Newsletter

Posted on: July 7, 2021

The special additions of this monthly newsletter provides you a checklist for determining if your business qualifies for certain benefits (LCGE) and Estate Planning Strategies Considering Beneficiaries With Special Needs, as well as bonus reading material on event vs. economic driven corrections and passive vs. active portfolio management.

March 2020

Posted on: March 9, 2020

March 20, 2020 Highlights: Our strategy is working and we are happy to be on the sidelines of this market. Our active management and unique ability to go to cash has significantly insulated your portfolios from this drop. As you are all well aware, global markets are volatile and the outlook is uncertain. As such, our indicators are all in the Red Zone, both short-term “Footsteps” and long-term “Stoplight”. In response, we are largely holding cash positions in replace of your equity holdings.