Trump 2.0

Major news agencies have called the victory for former President Trump and control of the Senate for Republicans. While votes are still coming in, it is quite possible that President Trump will win both the popular vote and all seven swing states....

Read more

Tax Tips For Investors - 2024 Addition

Knowing how the tax rules affect your investments is essential to maximizing your after-tax returns....

Read more

Perception, Reality and Probabilities

Whew, its over! Equity market movements after the U.S. election saw U.S. markets responding strongly positive on the prospect of tax cuts (especially new corporate tax cuts) and increased fiscal spending....

Read more

What does Donald Trump’s win mean for the economy?

The 2024 U.S. presidential election was a close race – until it wasn’t. Donald Trump leaned on a variety of themes that resonated with voters, particularly around the economy, and is now projected to secure a second term in the White House....

Read more

Red Sweep: Trump the Sequel

It was a sweep. While Kamala Harris had been gaining in some polls in the last week, the U.S. chose to give Donald Trump a second term....

Read more

How a holistic financial plan can help you protect your wealth

When most high-net-worth Canadians create a financial plan, they might expect to come out of it with a smarter budget and a tune-up of their portfolio, not discover a potential gap that could have cost them tens of thousands without the right advice....

Read more

More studies needed to improve women’s mental health

Insomnia, mental fog, irritability… Women’s mental health can sometimes be severely tested, especially during periods of hormonal change such as menopause....

Read more

Market and Economic Outlook: Final Months of 2024

Investors have had a lot to digest in 2024. Inflation has come down, interest rates have eased and markets have responded positively, yet climate disasters, geopolitical tensions and a U.S. election continue to be on everyone’s minds – and the year i...

Read more

Investment Strategy - October 2024

We salute the Federal Reserve (“Fed”) for being bold and cutting interest rates by 0.5%. To us, this is a clear signal that the most important bank in the world is serious about engineering a so-called “soft landing” where the economy avoids a recess...

Read more

Rates Scenario | An outlook on key interest and foreign exchange rates

We’ve made no major changes to our Federal Reserve and Bank of Canada calls since our last Rates Scenario (September 12), despite the Fed’s surprise 50-bp rate cut last month....

Read more

Publications

Tax Planning Strategies

Economic and Market Updates

Research

Managing Your Wealth

Education and Knowledge