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April 2025 Market Snapshot

Monthly Overview Canada’s main stock index fell in March as investors turned away from risky assets in light of the […]

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Spring 2025 Newsletter

Full Report Staying true to your investment personality During a period of exceptional stock market returns, such as the market […]

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March 2025 Market Snapshot

Monthly Overview Canada’s main stock index and all the major U.S. indices declined in February as risk-off sentiment dominated the […]

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February 2025 Market Snapshot

Monthly Overview Stocks started the year off strongly, after mostly declining last month. Canada’s main stock index rose to a […]

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January 2025 Market Snapshot

Monthly Overview Equity markets were generally weaker in December, although the limp into the end of the year was not […]

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Winter 2025 Newsletter

Full Report What to do when retirement is around the corner When retirement approaches, several wealth planning to-do’s arise. To […]

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December 2024 Market Snapshot

Monthly Overview Equities staged a broad-based post-election rally in November. The S&P/TSX Composite Index closed out the month at an […]

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November 2024 Market Snapshot

Monthly Overview October was a turbulent month for stock markets, but broadly, equities managed to eke out gains from a […]

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October 2024 Market Snapshot

Monthly Overview Stocks rose in September, wrapping up a volatile quarter that featured rate cuts from central banks across the […]

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Fall 2024 Newsletter

Did you pass the volatility test? In the process of deciding how your money will be invested, you answered questions […]

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