Our Thoughts

Our outlook on the markets from our August 2025 market commentary...

August gave us everything: Fed drama, geopolitical curveballs, and a tech titan that beat expectations—yet still sold off. Here’s what really happened and why fundamentals still matter....

Our outlook on the markets from our July 2025 market commentary...

We welcome John Gibson for his 3rd visit to discuss Industrials and Canadian Energy Services. From hidden value plays to how tariffs are reshaping fundamentals across his coverage, John walks us through where the smartest money is flowing right now....

July closed with the S&P 500 at 6,339 and the TSX at 27,218, both hitting fresh all-time highs. Trade deals are rolling in, corporate earnings are beating expectations, and even central banks are holding steady....

Tariffs, shifting capital flows, and undervalued mid-cap names — we cover it all in our latest conversation with Jeremy McCrea, one of Canada’s top oil & gas analysts. Don’t miss this timely update on where opportunity lies in Canadian energy...

Our outlook on the markets from our June 2025 market commentary...

What do you get when markets hit record highs, central banks freeze, and the media screams chaos? A surprisingly bullish June. We break down the drama, the data, and the irony—all in one sharp monthly recap. Spoiler: even the TSX brought its A-game....

Our team shares the tunes that get us into the spirit of Calgary's biggest celebration...

There is no single path to becoming an Investment Advisor, but for me it was driven by curiosity, challenge, and the relationships I've built along the way. It's a career that never stands still and that exactly why I love it....