A Tale of Two Markets

This commentary is more technical in nature than what we usually write. We suspect some of you, our clients, may not fully read it all and that’s okay – we won’t be insulted. The quick summary is this: bond markets and stock markets usually move opposite to each...

Holiday Reading and Investment Wisdom

Markets have become more turbulent again, not that we should be surprised. In fact, opportunities are now becoming more apparent and for that, we are excited as it will help us grow your portfolio. However, we also recognize that the larger ups and downs can be very...

November is Financial Literacy Month

From the desk of Erin Gendron… In October, Financial Planners Standard Council (FPSC), Canada’s governing body for financial planning conducted a survey* of over 1500 Canadians. They found that 41% of Canadians lack confidence in their financial affairs. 33% of...

Don’t Look Now

Don’t Look Now…but U.S. stocks are in a decided uptrend as a period of market anxieties appear to have faded—at least for the moment. There are a number of factors that investors say are underpinning the recent resurgence in risk-taking that’s lifted the...

Can I retire?

From the desk of Erin Gendron… At the beginning of the year, over 1500 randomly selected Canadians were polled on their retirement goals and expectations. How do your retirement goals and savings stack up against these findings? Not quite sure if you’re on...