Investment Strategy - May 2024

Defensive stocks serve an important purpose in portfolios, providing ballast in more volatile periods. We are referring to companies that are less exposed to economic fluctuations (particularly of the downward kind) and, therefore, have more visible...

Read more

Global Markets Commentary: Shake, Rattle and Roll

April brought shaking to the equity markets and rattling to the bond market, with tandem declines for both asset classes. However, we saw continued rolling recoveries in housing, manufacturing and non-U.S. global economic growth, all of which support...

Read more

Minuk's Musings and Luxury

Read more

Weekly "Focus" and Mexicana

Read more

Minuk's Musings and $BIG$ Earnings

Read more

Weekly "Focus" and Union Station

Read more

Weekly "Focus" and Pain at the Pump

Read more

Federal Budget 2024: Capital gains taxes climb; some nuggets for entrepreneurs

After decades of discussion, it finally happened: the Federal government raised capital gains taxes. However, the increase, which bumps the capital gains inclusion rate to 66.7% from 50%, only applies to individuals who realize more than $250,000 in...

Read more

2024 Federal Budget Review

As expected, Budget 2024 highlighted the government’s objective to increase the housing supply (3.87 million new homes by 2031) and to support renters and lower the costs of home ownership, through key measures such as an enhanced Canadian Mortgage C...

Read more

Minuk's Musings and Amazon Story Time

Read more

Social Media

View my social profiles on

Social Media Update

Brian Belski, BMO Capital Markets’ Chief Investment Strategist, spoke to CNBC about why investors should focus on fundamentals and avoid acting out of fear despite market uncertainty. “We don’t know exactly what’s going to happ...

Brian Belski, BMO Capital Markets’ Chief Investment Strategist, spoke to CNBC about why investors should focus on fundamentals and avoid acting out of fear despite market uncertainty. “We don’t know exactly what’s going to happen with respect to the tariffs. You have too much guessing, too much uncertainty, too many models, too many people trying to make the big call on the market.” Full discussion here: http://spr.ly/6049Fwd0D

Read More