Discover practical insights on financial planning, investment management, and wealth preservation. Stay informed and make confident financial decisions with our expert guidance.

June Market Newsletter: Navigating Regime Change: Trade, Tariffs, and What Comes Next

The first half of 2025 has been characterized by a dramatic regime shift in economic policy following President Trump’s inauguration for his second term....

Read more

Trump Leads a Red Wave, S&P 500 Crosses 6000, Bank of Canada and Federal Reserve Rate Cut

President Trump’s re-election as the 47th President of the United States, accompanied by a Republican majority in Congress, signals significant shifts for the U.S. economy, financial markets, and Canada’s cross-border relationship....

Read more

May 2024 Market Newsletter

Since the last newsletter, we have seen a recovery in stocks, which are now holding near record highs in North America, while expectations of the Federal Reserve easing monetary policy are reducing and yields are trending higher....

Read more

US CPI March 2024 and Bank of Canada April Meeting

A stubborn CPI report continues to erode rate cut expectations by the Fed for 2024 while the Bank of Canada holds rates steady for a sixth consecutive meeting while laying the groundwork for a rate cut in June or July....

Read more

Growing Divergences

There is growing divergences between the Canadian and US economies with the US economy being surprisingly resilient versus a struggling Canadian economy....

Read more

Sign Up for Our Newsletter

Stay ahead with insights that matter. Subscribe to our blog for expert guidance on financial planning, investment strategies, and wealth management—delivered straight to your inbox.

 

Sign Up Here