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April 2024 Market Snapshot

Monthly Overview Stocks rose in March, wrapping up a quarter where markets soared on optimism for an economic “soft landing” […]

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Spring 2024 Newsletter

Why goals-based investing matters The concept of “goals-based investing” has been appearing in the media, and it’s often touted as […]

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March 2024 Market Snapshot

Monthly Overview After kicking off the year with strong gains, stocks continued their upward trend in February. The Canadian equity […]

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February 2024 Market Snapshot

Monthly Overview Stocks started the year off strongly, building on the gains seen in November and December. The Canadian equity […]

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January 2024 Market Snapshot

Monthly Overview Equity markets rose in December, capping off what was a stellar year for stocks. The enthusiasm was driven […]

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Winter 2024 Newsletter

Investing during a market recovery There’s no such thing as a typical market recovery. Past recoveries have lasted as little […]

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December 2023 Market Snapshot

Monthly Overview November proved to be an exceptional month for both stocks and bonds as the expectation that the Federal […]

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November 2023 Market Snapshot

Monthly Overview October proved to be another challenging month for equity markets, with both Canadian and U.S. stocks experiencing declines, […]

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October 2023 Market Snapshot

Monthly Overview Stocks fell in September, concluding a volatile quarter where investors experienced growing concerns that central banks might keep […]

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Fall 2023 Newsletter

How is your financial wellness? Financial wellness is not a measure of a person’s wealth. It’s about the ways that […]

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