The Through Line: Our natural wiring prompts us toward a desire for instant (and all-too-often hyper emotional) reaction to breaking news......
On March 3, U.S. President Donald Trump followed through with the implementation of a slate of tariffs on Canadian and Mexican goods, marking the start of a North American trade war. Canada fired back with retaliatory tariffs......
After the U.S. imposed tariffs on goods from Canada, the best course of action for business leaders and investors may be to avoid panic decisions and adopt a wait-and-see approach......
Following days of uncertainty and mixed messages, both from other Cabinet members and from the President himself, President Trump confirmed that 25% tariffs on imports from......
The Through Line: The old adage that suggests “when one door closes, another opens” is really only half the story. Significant transformation is rarely as easy as moving seamlessly from one chapter to the next - more often, we must traverse......
The Healthcare of Ontario Pension Plan (“HOOPP”) recently announced that Ontario incorporated physicians will be eligible to participate in its defined benefit pension plan, effective January 2025......
The Through Line: Companies have navigated a mind-numbing blitz of challenges over the last decade, learning to dodge and weave adeptly......
The family farm continues to serve an important role in the Canadian economy and, as such, receives special status under Canada’s tax law......
The Through Line: Equity markets are often the first place investors look for hints as to how a breaking news item will be perceived. Yet bond markets can serve as a more insightful gauge to measure an event’s potential......
Lost in all the tariff talk is a potential seismic shift in AI power dynamics. China’s DeepSeek produced an OpenAI competitor, DeepSeek-R1, at a fraction of the price......
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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/
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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!