This week, we tackle the primary factors driving sovereign yields higher – and the implications of those developments for the economy and investors....
The Q2 earnings report season is nearly complete and it’s been nothing short of a barnburner....
Global trade has become an increasingly hot button issue in recent years after significant supply chain vulnerabilities were exposed by a combination of unusual economic events and shifting geopolitical priorities....
The equal-weighted S&P 500 index and the S&P/TSX both hit new highs this week....
Investors are entering the Q2 reporting season buoyed by lofty expectations rooted in unexpectedly robust Q1 results....
This week, we delve into the many ways the stock and bond markets have evolved to provide enhanced breadth, depth and adaptability for an ever-widening circle of participants....
In recent years, the global order has rearranged itself on a number of fronts. Some shifts have been subtle and cumulative....
Equity and fixed income markets navigated a minefield of potentially damaging disruptions during the second quarter before ending on solid footing....
Trade uncertainty in North America is here to stay for a while....
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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!