Our Thoughts

AI isn’t new but its impact is accelerating. In this conversation with Dr. Kristin Milchanowski, we discuss smarter data, evolving strategies in banking, and why human relationships remain at the core of advice...

April rebuilt confidence. May took it for a walk. Fresh highs in the S&P 500, steady gains in Canada, and a market that kept moving forward—even as headlines tried to slow it down....

In this episode of our MSB Wealth Mini Series with Sarah King, we explore corporately owned life insurance for business owners. Sarah shares key advantages that are often overlooked and flags a few details to help avoid tax or succession issues....

Our outlook on the markets from our April 2026 market commentary...

The worry hasn’t left, but the support has arrived. Earnings remain solid, stimulus is meaningful, and long term capital is re engaging. The backdrop is complex, but the foundations are firmer than the headlines suggest....

Beneath the recent volatility, leadership is shifting. We sat down with Russ Visch to discuss market structure, sector rotation, and why this pullback looks like a pause, not a pivot. A timely technical lens on a noisy market environment....

Our outlook on the markets from our March 2026 market commentary...

March reminded investors that shocks happen fast, but opportunities often follow. Volatility late in the month gave us room to lean into areas aligned with late cycle resilience....

"Acute uncertainty" is shaping today's fixed income market but what does that actually mean? With higher yields, tight credit spreads and a growing Canada/U.S. divide, Darcy Briggs shares where he's finding value and what to watch next....

Our outlook on the markets from our February 2026 market commentary...