After a fantastic year, market still well supported…but keep a close eye on tariffs and the unemployment rate...
For investors, 2024 was a stellar year despite fears that politics and geopolitics would wreak havoc on the markets. What better proof that politics don’t belong in your portfolio....
Our title is shamelessly self-referential since we essentially copied the one from the December 2024 Investment Strategy report and changed the year to 2025....
As the U.S.A will decide if a woman will become president for the first time in history or if Donald Trump will get a second term in office, the contrast between the two candidates could not be starker....
Before the end of the year, it is a good idea to review your investment portfolio and consider engaging in a tax-loss selling strategy....
Historically, women haven’t been thought of as controlling significant wealth, but that trope is quickly disappearing as trillions of dollars get passed down from one generation to the next....
Wealthier Canadians have no shortage of investments to put into their portfolios, but many want those assets to be sustainable. A 2023 study of high net-worth investors (HNWI) by Capgemini found that 40% of respondents say sustainability impacts thei...
Many people still believe what’s good for the soul – or society – isn’t good for the portfolio or the bottom line....
The Canadian tax legislation contains a number of anti-avoidance tax measures such as those which seek to prevent corporate ”surplus stripping,” that can create a higher tax cost on the transfer of a business to a family member versus a sale......