When you think of self-care, financial planning may not be the first thing that comes to mind. But it can be a vital part of your overall well-being. Like other self-care rituals, it’s easily neglected. ...
When the U.S. and Israel launched joint military operations against Iran last Saturday, traders initially showed remarkable restraint. That changed as the week wore on, however, and hostilities intensified rather than resolved....
Capital markets have a long history of looking past geopolitical events. An initial (and often sharp) risk-off reaction is typically followed by recovery as investors return to focusing on fundamentals....
Markets started the week on a shaky note with tariffs and a potential AI/jobs apocalypse dominating the story line....
The last 12 months have sprayed a firehose of change at investors, consumers and businesses alike....
What happens when someone you love requires constant, lifelong support, long after you’re able to provide it?...
We’re barely two-thirds of the way into Q4 2025 earnings report season, yet a bevy of market-moving revelations have already surfaced. Traders acted quickly to adjust individual stock/sector prices for potentially revised realities, prompting more......
A smart tax plan doesn’t just maximize your registered accounts, it structures your finances in a way that optimizes every dollar you earn on the road to retirement – and beyond....
Let’s be honest – there aren’t enough adjectives to describe how wild and wooly the headlines have been in the past 12 months....
After a year of seemingly constant market and economic uncertainty, investors might assume we’ll see more of the same this year....
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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!