News & Insights
Thoughtful commentary on markets, planning, and wealth management.
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Portfolio Commentary – May 2026
May reflected a mixed market environment as investors balanced strong corporate earnings and continued AI-driven growth opportunities against concerns surrounding capital spending, economic growth, and sector-specific headwinds.
August Commentary & Performance Review
Investors who were expecting renewed exuberance in the markets after the Federal Reserve cut interest rates on July 31st would have been disappointed given the negative monthly return on the S&P 500.
July Commentary & Performance Review
North American markets continued higher following last month’s reaction to the Federal Reserve’s softening tone allowing the S&P 500 and S&P/TSX to hit new highs.
A Tale of Two Markets
Bond markets and stock markets usually move opposite to each other, hence their diversification benefits. Today, they appear to be indicating the same thing by moving strongly upward together. One of them must be wrong. Historically, the smart money is the bond market viewpoint. Yet today, central banks are distorting true risk and value by their market operations. The bond market is likely saying that recession is coming. This leads us to continue our shifts to a more defensive portfolio posture.
June Commentary & Performance Review
A number of positives helped global markets swell during the month, the largest of which was a dovish tone from the Federal Reserve meeting.
May Commentary & Performance Review
May 2019 NERVOUS MARKETS PULL BACK FROM HIGHS The 2019 rally was interrupted in May as most key equity market gauges demonstrated low to mid-single digit percentage losses. This came on the back of…
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….
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…
Protect Your Family’s Future AND Get Rewarded for Being Healthy!
From the desk of Erin Gendron… This is a message for our younger clients or those who are “young at heart”. Insurance: Something no one enjoys talking about, but a ‘must…
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…
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…
Some Thoughts on the Medicinal Marijuana Sector
“A growth opportunity, yes, but at what cost?” These days it seems that many clients are interested to invest in the stories of cryptocurrencies (Bitcoin, Ethereum, etc), artificial…
Tax Slips and Supporting Documents You May Receive
How you receive tax slips will be a little different this year. Due to the ownership change of HollisWealth midway through 2017, you will be receiving tax slips from both Scotia Capital Inc. (from…