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Economic and Market Updates

Portfolio Strategy

Strategic commentary and an overview of financial markets.

Current News / Affairs

Balancing Risk and Return

ESG remains a focus for the future. The beneficiaries will include not only the planet and its inhabitants, but also those who invest wisely along the way. Please see page 4: Doing Good: Why ESG May Be the Future.

Is Bitcoin the Next Gold?

As bitcoin continues to hit record highs, it has garnered much attention and fuelled an ongoing debate: Is bitcoin the next gold? For perspectives, see Is Bitcoin the Next Gold?

Beyond the Bull Market: The Value of Advice

If there's one thing that the pandemic has taught us, it's to expect the unexpected. The financial markets have continued to hit all-time highs, despite what has been happening on the ground. As such, I wanted to provide some thoughts on the value of professional advice in investing. Please see, Beyond the Bull Market: The Value of Advice.

The Pendulum Swings

Investor sentiment can swing from one extreme to another - as the markets continue to climb, consider how today's concerns differ sharply from just one year ago. My spring newsletter offers some thoughts on why "The Pendulum Swings."

Maintaining Balance in Your Portfolio

If the turbulence of the markets prompts you to want to take action, here are some constructive opportunities to make adjustments to your portfolio. Please view the link for Maintaining Balance in Your Portfolio.

Common Investing Errors

Uncertain times often highlight the mistakes that investors can make with their portfolios. Please view the link for Common Investing Errors.

Investment Insight For 2021: Brighter Days Ahead

Amidst the many hardships created by the pandemic, there may be prudent lessons that can assist us in finding greater financial success. As we look to better times to come, here are some reminders. See page 4, Lessons from the Pandemic.

Autumn 2020 Investment Insight Newsletter

Those of us who follow the markets on a regular basis have watched as the major indices have made a steady climb from the lows experienced in March of this year.

Creating a Will during COVID-19

A will is the cornerstone of any estate plan and creating one on your own is not difficult these days using the support of a will kit or online tool. However, there may be good reasons to exercise caution.

Summer 2020 Investment Insights Newsletter

Summer is usually the time for leisurely pursuits, but this year we face new challenges.

Perspectives on Investing & the COVID-19 Impact

The impact of the Covid-19 virus continues to change each week. Here are some current perspectives for investors during these uncertain times.

Spring 2020 Investment Insight Newsletter - Weathering the Coronavirus

Over recent months, the world has been caught off guard by the spread of the coronavirus. While there will undoubtedly be short-term economic impacts, we should remember that the situation is expected to eventually be resolved. This, too, shall pass…

Managing Your Wealth

BMO Wealth Institute Report

Make better investment choices by understanding and reducing bias. BMO Wealth Management provides insights and strategies around wealth planning and financial decisions to better prepare you for a confident financial future.

Tax Planning Strategies

Completing Your 2020 Income Tax Return – Checklist

As the tax filing deadline approaches, here are some reminders to help ensure you’re prepared to file your personal income tax return, and that you maximize your tax savings.

The CRA’s Foreign Reporting Requirements

Since Canada represents only a small portion of the world’s capitalization, it may make sense to include some foreign investments in your portfolio. However, it is important to understand Canadian and other foreign tax implications of owning investments outside of Canada.

Tax Tips For Investors

Knowing how the tax rules affect your investments is essential. Tax strategies that you should consider such as income splitting, charitable giving and estate planning.