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Our latest updates and outlook on the market.
June 2025 Market Recap
Last Month in the Markets: June 2025 What happened in the first half of 2025 The turmoil and steep decline in April caused by Trump’s global trade war now feels like a distant memory following a solid recovery. Overall, the TSX is leading North American equity indexes, with a gain of over 8.5% so far…
“What Should My Kid Do for Work?” A Wealth Manager’s Take
As wealth managers, we often get asked a simple but important question by clients: “What should my kid do for work?” While we don’t claim to be career counsellors, we do have a unique view into which professions are not only thriving—but also quietly making serious money. Let’s start by addressing the elephant in the…
The Hidden Risk in Canadian Bank Brokerages:
How “Bought Deals” Can End Up in Your Investment Account Without You Realizing When most people invest through a bank-owned brokerage in Canada, they assume their money is safe and professionally managed. After all, these are household names—Canada’s biggest banks, with decades of experience and reputations for security and trust. But behind the scenes, a…
May 2025 Market Recap
Last Month in the Markets: May 2025 What happened in May? The month began positively, and somewhat quietly. Entering the month, Canada was performing relatively well as the new government was preparing for the upcoming legislative session. In the days leading up to mid-May, news broke that the U.S. and China had swiftly reached a…
April 2025 Market Recap
Last Month in the Markets: April 2025 What happened in April? The difficult month for equities began with the announcement of tariffs by Donald Trump on April 2nd. Economic theory and history, should the tariff scheme be implemented as proposed, predicts that the U.S., Canadian and the global economy will likely fall into recession. The…
March 2025 Market Recap
Last Month in the Markets: March 2025 What happened in March? Equities experienced a very difficult month with the Dow losing 4.2%, the S&P 500 dropped 5.8%, and the NASDAQ plummeted 8.2%. Canada’s TSX fell by only 1.9%, making it the top performer among major indexes. A 1.9% drop typically is not regarded as a…