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

Whether you’re a seasoned investor or just starting out, understanding how to navigate market ups and downs can make a significant difference in your financial journey. Join Harry, David & Kevin for this months educational video as they dive into a topic that’s crucial for every investor: market volatility and the importance of managing emotions and staying invested.

Published: August 22, 2024

July was a positive month for most developed country stock markets. Join Harry, David & Kevin as they discuss what the markets looked like in July.

Published: Aug 6, 2024

Investors all over the world tend to partake in home bias by investing a majority of their assets in domestic/local stocks. Join Harry, David & Kevin as they discuss what home country bias is and why this may lead to investors missing out on growth opportunities from other countries.

Published: July 17, 2024

We saw a bit of a slow start in June however markets got stronger as the month closed out. Join Harry, David & Kevin as they discuss what the markets looked like in June.

Published: July 9, 2024