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Economic and Market Updates

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...

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Global Markets Commentary: Goldilocks Rally

The third quarter was full of surprises – an integral part of investing. Prices don’t move on what happens; they move on what happens versus expectations. Various outfits keep score of how many data points hit, miss, or beat economists’ consensus exp...

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Politics and Your Portfolio

While it is tempting to want to tilt investment choices in anticipation of a particular election outcome, mixing politics and your portfolio has a poor record of success....

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Next Gen: 5 ways to kick-start your charitable giving

Many millennials are at an age where they’ve accumulated enough wealth or disposable income to start donating to causes near and dear to their hearts....

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How to get your Will validated in Quebec

When it comes to validating a Will after someone passes away, Quebec residents have it much easier than the rest of Canada....

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Investment Strategy - September 2024

We don’t often think of Switzerland and Canada leading the developed world, but that is exactly what these two countries have recently done, at least in terms of central bank rate cuts....

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Global Markets Commentary: Summer Somersault

If you took an extended summer break and have come back to look at the two-month results for July and August, you will be pleased to see that most equity markets delivered mid-single-digit gains and the FTSE Canada Universe Bond Index rose......

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Five key factors in navigating legacy planning

For ultra-high-net-worth families, wealth management is about more than managing money. It’s also about envisioning strategic planning for the future, including planning for assets as they pass from one generation to the next – and, possibly, even th...

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The missing piece of the retirement puzzle

Retirement has long been touted as the light at the end of the tunnel, at least from the day-to-day grind. But while some are excited about the prospect of living a life of travel and leisure, many lack a plan to use the rest of their free time......

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Why tree planting is key for the energy transition

The race to net zero has largely focused on high-tech solutions that aim to reduce how much carbon we produce, but we can’t forget about one critical low-tech – and low-cost – way to help us achieve our climate ambitions: trees....

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