On April 28, 2026, the Federal government released its fiscal update entitled Canada Strong For All – Spring Economic Update (SEU). ...
Graduating from university marks the beginning of a new chapter; one filled with opportunities to pursue your career goals and chase your personal dreams....
Earnings season is here (finally), providing the potential for keen insights into important macro themes. While AI can easily spit out summaries of the action, it’s the nuance of what’s not said....
Geopolitics, persistent inflation, tariffs and rising government debt continue to shape the economic outlook across Canada, the U.S. and global markets. Yet despite heightened uncertainty and volatility, markets have proven remarkably resilient....
AI and the infrastructure needed to support its development and use have dominated much of the narrative – and stock market performance – since the release of ChatGPT in November 2022....
Markets have been resilient to volatility created by the Middle East conflict, but the effects on energy costs, supply chains and inflation are still working their way through the system....
Personal consumption represents the largest single component of economic activity in both the U.S. and Canada, yet key factors that influence it are frequently mischaracterized or misjudged....
Steve Verheul, Former Chief Trade Negotiator for Canada, will join a panel of BMO experts to share insights on the trade outlook and how businesses and investors can prepare....
Fixed income markets have had a rough go of it in the last couple months....
Geopolitical tensions in the Middle East and significant energy supply disruptions are reshaping the global economic and market landscape....
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This Retirement calculator will allow you to input assumptions to generate a retirement illustration and a tool for estimating income in retirement. This self-input calculator tool will provide a good high level summary while we would develop a more comprehensive tax optimized plan for our clients using our access to a more detailed and sophisticated planning software when we meet. Enjoy! https://www.bmo.com/financial-calculators/retirement-savings/
To Preserve & Protect Your Legacy
Managing the Health of Your Wealth by Building Smarter Portfolios
We believe the greatest opportunity for clients to achieve their investment objectives and to realize optimal risk-adjusted returns is by using a well-constructed portfolio combining active, passive and alternative strategies allocated to meet their unique needs. Given all of these factors, we believe portfolio construction efforts should focus on seeking a balance between growth potential and downside protection. This means being sensitive to stock valuations, ensuring wide-ranging diversification and focusing on income.
In its broadest sense, diversification means exposure to a variety of asset classes that have historically had lower correlations to each other. For many investors, this could mean adding real estate, international exposure and alternative strategies (such as long-short, absolute return, and market neutral mandates) to their portfolios. Our Portfolio construct provides adequate and prudent diversification to global equity markets and fixed income, while incorporating an allocation to Absolute Return managers. Please contact us to learn more about our portfolio construct and historical performance.
Why Choose a CFA?
With markets at all-time highs, volatility at multi-year lows, high equity market valuations and general political and economic uncertainty, investors have a desire to protect capital and earn a competitive return. Absolute Return Strategies are often utilized by High Net Worth families to Enhance Returns & Add Downside Protection to complement Traditional Portfolio Asset Exposures. Click here to discover the Power & Benefits of Adding Alternatives to your Portfolio!