What better way to end the year off than with a few laughs. Please enjoy our bloopers from this years filming. From our family to yours, we wish you the happiest of holidays and we look forward to sharing another year with you!

Published: December 21, 2024

In the short term, there is a lot of hope and positive optimism in the markets based on the many possibilities to come out of the U.S. economy as we head into a second Trump presidency. His promises on tariffs, immigration and deregulation are all being met with initial positivity both by the U.S. people and the investment markets. In Canada, markets have been very good this year, however our GDP is a concern, and we don’t currently see anything major occurring to alter this path. 2025 is an election year for us in Canada, it will be interesting to see how our markets react as we head down our own campaign trail next year. Join Harry, David & Kevin as they further discuss the Market Update for November.

Published: December 5, 2024

Even with Halloween last month, there were no scares for the markets in October, as they continued to be positive. Although, the gains were more modest than in previous months. Inflation continued its downward trajectory and interest rates both in Canada and the U.S. fell as well. Join Harry, David & Kevin as they further discuss the Market Update for October.

Published: November 7, 2024

Join Harry, David & Kevin for this months educational video as they discuss the importance of updating your financial plan on a regular basis and the triggers that would make you want to do so.

Published: October 21, 2024

Markets were positive in the past month, with inflation continuing to moderate and monetary policy beginning to ease within North America. The 3rd quarter was another positive one for investors, making it 4 quarters in a row now that we have had gains across broad equity markets. Join Harry, David & Kevin as they further discuss what the markets looked like in September.

Published: October 4, 2024

Join Harry, David & Kevin for this months educational video as they dive into the world of creditor insurance products, such as mortgage life insurance and revolving credit insurance on credit cards and lines of credit. While these products might seem beneficial at first glance, it’s important to understand their potential drawbacks.

Published: September 17, 2024

As we saw again in August, various outside “noise” caused markets to experience a small pullback. However, once the dust settled around these moments of short-term volatility, the market recovered and eventually experienced positive gains by the end of the month. Join Harry, David & Kevin as they further discuss what the markets looked like in August.

Published: September 6, 2024