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.
Turbulence
Commentary from the desk of Brent Vandermeer Market turbulence often causes increasing amount of concern for investors. This is completely understandable. This is especially true given the last few…
Not to toot our own horn, but…OK
In addition to our excellent investment selections, we’d like to show you a few other ways in which we add value. We could highlight our excellent customer service, or our best-in-class financial…
July Market Commentary
A few comments for you today on recent market moves in the United States to support why we have become more defensive in our positioning in the equity portion of your portfolio: The stock market has…
Our New Investment – It’s Not Just Any Other Investment!
Executive Summary: I’m extremely excited to share with you this new investment I was able to design with my colleagues at Scotia Global Banking and Markets. The ability to do this type of…
Will You Be Ready for Retirement?
Recently we found some interesting articles regarding saving for retirement and whether Canadians are preparing and will have enough savings to support them in their retirement. We at Vandermeer…
Keys to a Comfortable Retirement
Can You Survive on 2.9% of your Retirement Fund? Executive Summary: Many of my clients are nearing or are currently in some form of retirement. If you are at this stage of life, sustaining your…
Why Consider Flow-Through Investing?
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Shopping For a Mattress Just Got Easier!
Now You Can Increase Your TFSA! You no longer need to stuff that extra cash in your mattress! Effective immediately, the Canada Revenue Agency (CRA) has allowed Financial Institutions and…
2015 Federal Budget Overview
2015 Federal Budget Overview The federal government today tabled its Economic Action Plan 2015 – a balanced budget for the first time since fiscal 2008. The government promised to balance the…
Important Tax Information – 2014 Returns
TAX TIME! Are You Ready? It is getting close to that time of year again, tax time; and most individuals are required to file their income tax returns on or before April 30. We’re pleased to…
The Year That Was and Looking Ahead to 2015
2014 in Review Canadian equities did well in 2014 with the S&P/TSX Composite earning 11%. The strongest performing sector was Consumer Staples (+49%) while the worst was Energy (-5%). US…
Fed Closes Chapter on Easy Money
Source: Wall Street Journal, Morning Wrap, 30-Oct-2014 “As the Federal Reserve bids farewell to quantitative easing, it’s time to grade the central bank’s final round of stimulus. The benefits…