Equity markets were a bit choppy in the month of April. US stocks as gauged by the S&P 500 were down 3.97%. Canadian stocks, as reflected by the S&P TSX index were off 2.12% in May, and the EAFE region (Developed Europe and Asia-Pacific) was also down a little over 3%. Despite a pull-back for equity markets in April, short-term performance over the past 3- and 6-months periods has still been quite positive.

Published: May 10, 2024

Join Harry, David & Kevin as they discuss pre-authorized contributions, commonly referred to as PACs, and the major benefits that they can have on your savings goals.

Published: April 19, 2024

Equity markets posted yet another solid month in March, building on momentum that first picked up steam back in November of 2023. Overall, the first quarter of 2024 was stellar for equity markets. Join Harry, David & Kevin as they discuss the market update for March!

Published: April 10, 2024

Tax filing deadlines are coming up and we understand it can be overwhelming with all the different types of tax slips arriving. The type of tax slips you should expect to receive depends on the type of account your investment is held inside, plus the type of investment accounts you hold. Join Harry, David & Kevin as they discuss tips and reminders to help you with your 2023 tax filing.

Published: March 22, 2024

February continued to be positive for stock markets globally. US stocks as measured by the S&P500 led the way, posting a 5.20% return in the month. Canadian stocks as measured by the S&P TSX were up 1.6% and the Euro-Asia Pacific Region as measured by the MSCI EAFE was up 3.80%. Interest rates continue to be a hot topic and though we are beginning to see some Emerging markets cut rates, the expectation is that the FED and BoC will move much more cautiously. The BoC’s next rate decision meeting is March 6 while the FED’s is March 20th.

Published March 12, 2024

As we approach the RRSP deadline we thought it would be a good time to review the key advantages offered by the Registered Retirement Savings Plan. “Exciting” might not be the first word that jumps to mind when it comes to RRSPs, but that might change when you think about what they can do for your money. Considering the tax savings and growth potential RRSPs provide, they’re a vital part of an overall investment strategy.

Published: February 22, 2024

To begin 2024, we have seen some modest gains so far for most markets. Join Harry, David, and Kevin as they discuss the Market Update for January 2024.

Published: February 14, 2024

Each year in early January people all over the world reflect on the year that has passed and set goals and resolutions for the year ahead. Many people will undoubtedly set resolutions for their personal finances.

Join Harry, David, & Kevin as they set out to provide a financial health checklist for those who wish to revisit their finances this year. This can serve as a guide to getting back on track financially, or to confirm that you are already on the right track.

Published: January 30, 2024

We hope you had a joyous holiday season with family and friends as we did. We wish you a healthy, happy, and prosperous 2024. For investors, Santa Claus delivered this holiday season as markets displayed solid performance in December. – US stocks as measured by the S&P 500 were up 4.4% in December. – Canadian stocks as measured by the S&P TSX were up 3.6% in December. – The bond market also had a strong month, as the FTSE Canada Bond Universe Index was up 3.4% in December. The positive performance for both stocks and bonds in December was largely a response to broad expectations of interest rate cuts by central banks in 2024.

Published: January 11, 2024