Tariffs - Our Thoughts

 March 10, 2025 |Vince Boschman
Believe it or not, but we are only in the month of March. Yet, it has been quite the year already given the policy shifts and twists and turns undertaken by President Trump and all the Tariff talk. While many people, including ourselves, are “tariff-ed”...
Read more

Welcome to 2025

 January 21, 2025 |Vince Boschman
It’s tough to believe we are already past the midway point of January, time certainly does fly. We trust your start to 2025 has been good and we look forward to the opportunity to continue to build on the great work we’ve done together in what promises...
Read more

It's almost U.S. Election Time!

 September 03, 2024 |Vince Boschman
It has already been an eventful year in U.S. politics and the election is still a couple months away. Questions often come up as we get closer to the election, most notably, whether a Republican or Democratic president will be better for the markets....
Read more

August Market Selloff: Our Thoughts

 August 07, 2024 |Vince Boschman
It has been a rough start to August with the market selling off, adding volatility to a market that has been remarkably stable through the first 7 months of the year. The recent volatility can be attributed to a number of factors, most notably a general...
Read more

Edinburgh Office Visit to Walter Scott & Partners

 May 27, 2024 |Alexandra Blake

Read more

Read more

Q1 Market Update 2024

 April 26, 2024 |Vince Boschman

The first quarter of 2024 has shown continued momentum as global equity markets now seem to be expecting a higher probability of a “soft landing” in the US which has led to underlying strength and decent earnings numbers to start the year.

Read more

Federal Budget 2024 – A Brief Update

 April 17, 2024 |Vince Boschman

Lack of spending restraint offset by revenue surprise and tax hikes.

Read more

Five ways to pay less tax in retirement

 April 09, 2024 |Vince Boschman

Two of the most common goals that we hear from our clients, are that they want to retire and minimize the amount of tax that they pay.

Read more

2024 Portfolio Management Conference

 February 02, 2024 |Vince Boschman

I had the privilege of attending our 2024 Portfolio Management Conference in Toronto in January.

Read more

Welcome to 2024!

 January 05, 2024 |Vince Boschman

It is hard to believe 2023 is over and 2024 is already upon us.

Read more
Next