Market Update for November 2025
Published: December 11, 2025
11 December
26 November
2025 Federal Budget
Budget 2025 is strategic, focusing on strengthening infrastructure, communities, clean economy, and workforce resilience rather than providing short-term stimulus. The budget outlines a long-term growth vision for Canada, pairing substantial investments with an emphasis on fiscal discipline and clear strategic direction. Join Harry, David and Kevin for our November Educational Video, focusing on the recently released 2025 Federal Budget.
As always, if you have any questions, please do not hesitate to reach out to us.
Published: November 26, 2025
11 November
Market Update for October 2025
So far, inflation has not accelerated due to tariffs like many had feared would occur. In fact, inflation has cooled a bit, enabling bond yields to move lower. Lower bond yields mean stock price multiple expansion. Add in some excitement about the growth prospects of AI and that has served as the cherry on top for equity market growth this year so far. The tone from global central banks has clearly shifted from “tightening to combat inflation” toward “monitoring growth” globally and a trend toward easing interest rate policy. This has benefited equites broadly in 2025.
Join Harry, David and Kevin for our October Market Update. As always, if you have any questions, please do not hesitate to reach out to us.
Published: November 11, 2025
23 October
Updating Your Financial Plan
Because life moves fast — with a clear and updated financial plan, you’ll always know where you’re headed, and get there in the most tax and cost-effective way possible.
Join Harry, David and Kevin for our October Educational Video discussing the importance of keeping your financial plan up-to-date. As always, if you have any questions, please do not hesitate to reach out to us.
Published: October 23, 2025
11 October
Market Update for September 2025
Historically, September has been the weakest month for U.S. equities, but 2025 bucked the trend as risk assets rose substantially this September. Investing based on past performance (going to cash) would have cost investors this year.
Join Harry, David and Kevin for our September Market Update. As always, if you have any questions, please do not hesitate to reach out to us.
Published: October 11, 2025
24 September
Corporate Class Mutual Funds
Join Harry, David and Kevin for our September Educational Video discussing Corporate Class Mutual Funds. As always, if you have any questions, please do not hesitate to reach out to us.
Published: September 24, 2025
05 September
Market Update for August 2025
With Summer ending, there’s no denying that the season has been rather productive for stock markets, with equities posting gains once again in August, marking the fourth consecutive positive month. However, we should not be under any illusions. Periods of low volatility can never last forever, and September is historically the month with the lowest average returns. Join Harry, David and Kevin for the August Market Update. As always, if you have any questions, please do not hesitate to reach out us.
Published: September 5, 2025
26 August
Pay Down Debt or Invest?
Paying down debt or investing, what’s the smarter move right now? In this video, we break down the pros and cons of each strategy, how interest rates and market conditions affect your decision, and what you should prioritize in today’s environment. If you’re unsure whether you should be focusing on your investments, or your debt repayments, we’re happy to have a conversation with you around what strategy is more appropriate for getting you where you want to go.
Published: August 26, 2025
06 August
Market Update for July 2025
July marked another strong month for global equity markets, with U.S., Canadian, and international stocks all posting gains. Central banks remained on hold amid economic uncertainty, while new U.S. tariffs added fresh complexity to global trade. Meanwhile, corporate earnings continue to beat expectations, helping support investor sentiment. As always, if you have any questions, please do not hesitate to reach out to Harry, David, or Kevin.
Published: August 6, 2025
22 July
Market Update for June 2025
May and June saw strong market performance, marking a rebound from the previous two-month downturn. As the 90-day tariff postponements near their end, trade policy is expected to return to the spotlight. We’ll be closely monitoring how tariff and trade negotiations unfold in the coming weeks.
As always, if you have any questions, please do not hesitate to reach out to Harry, David, or Kevin.
Published: July 22, 2025