Recent Posts

Bi-Weekly Client Letter

Approaching the final stretch of 2025, the Canadian and U.S. economies appear well-positioned to extend their expansions. Strong earnings...

Bi-Weekly Client Letter

The market backdrop appears incrementally constructive, with the U.S. government shutdown now behind us and a strong earnings season...

Bi-Weekly Update

Approaching the one-month point of the U.S. federal government shutdown, the Federal Reserve (Fed) has been forced to make an interest...

Bi-Weekly Update

The U.S. federal government remains shut down. While the broader economic impact has typically been modest, the absence of official...

Bi-Weekly Update

 July 25, 2025 |David Smith
As we’ve noted in some recent letters, the typically quiet nature of the summer period has been anything but. A steady stream of headlines―many trade-related―continue to command the attention of financial market participants. Meanwhile, the second-quarter...
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Bi-Weekly Update

 July 11, 2025 |David Smith
Despite summer typically being more quiet, the headline-filled nature of 2025 has yet to show signs of slowing. A few notable developments have taken place recently, including the signing of a key piece of U.S. legislation and new tariff rates being proposed...
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Bi-Weekly Update

 May 30, 2025 |David Smith
Global equity markets continue to grind higher on the back of the trade war de-escalation. Moreover, a U.S. federal court recently ruled that President Trump had overstepped his authority in using an emergency law to impose tariffs, leaving investors...
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Why women need to be more proactive with their brain health

Why women need to be more proactive with their brain health

 May 21, 2025 |RBC Wealth Management

While Canadian women tend to live about five years longer than men, research shows females account for about 70 percent of people living with dementia and brain-aging diseases.

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Bi-Weekly Update

 May 16, 2025 |David Smith
Global equity markets continued to march higher recently on the back of the de-escalation of the trade war. We discuss recent developments in this ongoing saga. We also return to a question that was on our minds well before the trade war began: the sustainability...
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Recognizing the early signs of dementia

Recognizing the early signs of dementia

 May 13, 2025 |RBC Wealth Management

It can be hard to spot the early signs of dementia versus normal age-related memory loss. If dementia is diagnosed, there are steps caregivers can take to help support loved ones.

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Bi-Weekly Update

 May 02, 2025 |David Smith
The month of April has come and gone, and so too has some of the drama and market volatility resulting from the threat of a global trade war. Below, we discuss why the past month served an important lesson for investors. We also briefly address the Canadian...
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Bi-Weekly Update

 April 17, 2025 |David Smith
What a difference a few weeks, or even days, makes. In a major pivot, the U.S. administration went from proposing sweeping tariffs across many of its trading partners to then extending a three-month reprieve for all countries. The exception is China,...
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Bi-Weekly Update

 April 04, 2025 |David Smith
Global equity markets fell more sharply this week following the revelation from the U.S. administration that its reciprocal tariffs will be much broader and larger than most investors expected. The “Liberation Day” announcement raised the spectre of a...
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Bi-Weekly Update

 March 21, 2025 |David Smith
Global markets have benefitted from the lack of trade-related noise over the past few weeks, with markets outside of the U.S. continuing to outperform year-to-date. Despite the relative calm on the tariff front, there were important developments elsewhere...
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