Trade war impact: First pass

On February 1, U.S. President Trump signed an executive order imposing a 25% tariff on all non-energy imports from Canada and a 10% tariff on energy imports (effective February 4). In separate executive orders, a 25% tariff was levied on all imports...

Read more

Investment Strategy - January 2025

After a fantastic year, market still well supported…but keep a close eye on tariffs and the unemployment rate...

Read more

Here’s how you can invest with sustainability in mind

Wealthier Canadians have no shortage of investments to put into their portfolios, but many want those assets to be sustainable. A 2023 study of high net-worth investors (HNWI) by Capgemini found that 40% of respondents say sustainability impacts thei...

Read more

Equity and Fixed Income Strategy - August 2023

The Bank of Canada (“BoC”) and U.S. Federal Reserve (“Fed”) were at it again, recently raising rates another quarter point. While we think those latest increases were unnecessary given already sharply lower inflation trends, at least we now have......

Read more