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Navigating Big Questions in a Shifting Macro Landscape in 2025

2025 presents a complex macro landscape for investors, driven by macroeconomic pressures, policy shifts, and evolving investment themes. This post explores ten pivotal questions facing markets and offers insights into key opportunities and risks....

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Rogued Parliament Tax Changes

With the federal government’s recent decision to prorogue Parliament until March 2025, several key tax proposals—including changes to the capital gains inclusion rate—remain in limbo...

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2025 Outlook for Alternative Assets

As we step into 2025, the alternative asset landscape is primed for growth amid evolving macroeconomic trends, policy shifts, and technological innovation....

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Building a Wealth Strategy Before Selling Your Business

Pre-sale wealth management ensures business owners align their financial strategies with personal goals, optimizing tax efficiency and minimizing risks....

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December 2024 Market Newsletter: 2025 Market Outlook

As we enter 2025, the markets are poised for a year of balanced growth, driven by monetary easing, stabilizing inflation, and shifting market leadership....

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Why Sale Readiness is Critical for Business Owners

Sale readiness is not about planning for an immediate transaction; rather, it is about positioning your business to maximize value, minimize risk, and seize opportunities—whenever they arise....

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December FOMC Meeting Deliver A Hawkisk Rate Cut

The Federal Reserve concluded their December FOMC meeting and reduced the Fed Funds rate by 25 bps while signaling a dramatically less aggressive rate-cut cycle....

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U.S. Consumer Inflation Progress Stalls: An Advanced Analysis of the November CPI Report

The November CPI report reveals persistent inflationary pressures, with headline inflation rising by 0.313% month-over-month and 2.75% year-over-year. The report shows the balance the FOMC must strike as the December FOMC Meeting next week....

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Bank of Canada Delivers Another Rate Cut For The Holidays

The Bank of Canada recently delivered its fourth consecutive rate cut, reducing the overnight lending rate by 50 basis points to 3.25%....

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Potential Impacts of Proposed U.S. Tariffs on Canadian and Mexican Imports

President-elect Donald Trump’s proposed 25% tariff on Canadian and Mexican imports has sent shockwaves through markets, threatening to disrupt trade, weaken the Canadian dollar, and impact key industries like energy, manufacturing, and autos....

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