Community Involvement

Reflecting on our summer portfolio commentary, we mentioned that we anticipated increased market fluctuations, and that’s exactly what we have experienced. Our Investment Committee took a proactive stance, strategically increasing your cash weighting...

As you may be spending time with family or extended family this weekend, we thought it an opportune time to reach out to advise you of a new investment vehicle for those who have not yet purchased their first home. The new First Home Savings Account (FHSA)...

After a challenging 2022, equity markets have been both positive and resilient following the most inflationary economic period in decades. As investors have digested conflicting economic information, markets have moved two steps forward and one step back...

While summer thoughts are usually filled with long days, barbecues and beaches, we are focused on interest rates, inflation and economic growth. In our last correspondence in June, we’d mentioned that the economy had the potential to move into a shallow...

After almost no volatility in 2021, volatility is upon us with interest rate hikes to combat inflationary pressures and Russian’s invasion of the Ukraine. We expect market volatility to continue into the months ahead.

After your strong returns in equities this year, we feel it appropriate to rebalance portfolios back to target weights.

While the Federal Reserve essentially commits to keep rates low, are aren’t so sure they can forever. How good have the markets been? The U.S.'s S&P500 has not seen a 5% drawdown since October of last year, its longest streak since 2018.

While central banks speak to inflation being temporary in nature, “transitory”, we thought to highlight how we are reviewing each company in your portfolio to reduce the potentially negative impacts that inflation may have on corporate earnings.

The overall economy languished last year, while certain sectors thrived. This disconnection between economic performance and the markets is not unusual and we continue to highlight that with economic growth having “kicked in”, the markets are likely