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Q4 2022 – Investment Update

The fourth quarter brought some relief to investors as most asset classes experienced strong rallies. On the equity front, major North American indexes were up roughly 5-7% while the MSCI...

Q3 2022 – Investment Update

The month of July, and some of August, offered a brief reprieve from the Bearish sentiment that has dominated public markets since the beginning of the year.

Q2 2022 – Investment Update

Public markets continued to trend steeply downward in Q2, as hawkish central bank policy and higher interest rates sent investors running for safety.

Q1 2022 – Investment Update

Our last commentary touched on the dramatic drop in global markets that occurred in January, as investors began to digest the removal of monetary stimulus from the system by central...

Q4 2021 – Investment Update

After a strong month of October, volatility roared back into equity markets in November and December. The S&P 500 delivered 9.4% in the 4th Quarter while the TSX delivered 6.91%.

Q3 2021 – Investment Update

After taking a breather in the middle of July, North American stock markets continued their climb through the summer before ultimately dropping off in the Month of September for a...

Q2 2021 – Investment Update

Summer is here, and it couldn’t have come soon enough! After what was initially perceived by many as an underwhelming vaccine rollout, Canada has surged into the lead globally with...

Q1 2021 – Investment Update

Global stock markets got off to a good start in 2021 with most markets rising quickly for the first 6 weeks of the year. What followed was a sell-off lasting...

Q4 2020 – Investment Update

2020 has come and gone. What a wild and weird year it was – one that will most certainly be remembered as a year to be forgotten.

Q3 2020 – Investment Update

Equity markets had another strong quarter led by mega-cap technology stocks, which we increased in our Balanced and Growth portfolios this quarter.

Q2 2020 – Investment Update

After experiencing a massive market shock in February and March, global stock markets responded much more quickly than most asset managers anticipated in Q2.

COVID-19: Household Cash-Flow Tips

Write or type out all of the expenses that are coming due at the beginning of the month these include things like rent/mortgage, food, utilities, gas, insurance, and other debt...
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