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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.
4 Financial Tips for Active Young Families
4 Financial Tips for Active Young Families From the desk of Erin Gendron… With the start of a new fall season and the end of care free summer days, the ‘responsible, let’s get organized’ side of…
iA Financial Group Completes the Acquisition of HollisWealth from Scotiabank
QUEBEC CITY, Aug. 8, 2017 /CNW Telbec/ – Industrial Alliance Insurance and Financial Services Inc. (“Industrial Alliance” or “iA Financial Group”) (TSX: IAG) and The…
Updates on IA Securities Acquiring HollisWealth
In a previous communication, we confirmed the ownership of HollisWealth will change from Scotia Capital to IA Securities (owned by Industrial Alliance) in the 3rd quarter of 2017. We anticipate this…
Basic Ontario Budget Summary
Below is a brief summary of the Ontario budget from April 27, 2017. You can download a full review from Scotiabank here. Children’s Prescription Medication: All children and youth aged 24 and…
Canadian Banks: We Love ‘Em & We Hate ‘Em
From the desk of Erin Gendron… You probably haven’t been able to avoid seeing the negative media attention (and resulting share volatility) the Big 5 Banks have been receiving over the past…
Offering Professional In-House Tax Preparation Services
We are pleased to offer you the services of our in-house Tax Specialist. Robert Westgarth is an accountant and tax consultant, and has years of experience with tax preparation. We will continue to…
Industrial Alliance (iA) Acquires HollisWealth from Scotiabank
The rumours in last week’s article in the Globe and Mail have been confirmed with today’s announcement that Scotiabank will sell their ownership in HollisWealth to Industrial Alliance (iA) effective…
Stay the Course
Following the US election results, we would like to share some research on the impact this may have on markets and the economy. We also want to remind you about our investment philosophy and what…
Brexit Vote: This is Not a “Today” Event
As you likely know, the UK people voted to exit the European Union yesterday. This has and will continue to create political uncertainty as other member countries like the Netherlands, Spain, Italy,…
Brent Vandermeer Awarded the ETF Champion of the Year
Last week, over 400 attendees from across the wealth management industry in Canada came together to celebrate the outstanding value that financial professionals provide to their clients. The 20…
2016 Budget Overview
The Liberal government released its first budget earlier this week. Here are a few of the details that we thought you might like to be aware of: TFSA’s TFSA contribution room is back down to…
Turbulence Part II
Back in late November, we wrote a Market Commentary entitled “Turbulence” and mused it was “time to buckle up” . In the late summer (August 26th to be precise) we had started to meaningfully…