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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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September 2023 Market Snapshot

Monthly Overview Investors faced a challenging and volatile August as the stock market took a breather after what was a […]

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RESP Withdrawals: What Qualifies as Valid Proof of Enrollment?

Valid proof of enrollment is required when making an Educational Assistance Payment (EAP) or Post-Secondary Education Payment (PSE) from a […]

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August 2023 Market Snapshot

Monthly Overview Stocks rose across the U.S. and Canada as investors took a risk-on approach to the capital markets with […]

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