Blog

Since my last communication entitled, “Everybody Wants To Talk About Inflation” (see May blog post), there continues to be an appetite for this subject matter, along with speculation regarding interest rates and where they’re headed. What emerged from...

Many clients have asked for my thoughts on inflation and whether we should be worried as it relates to the overall performance of their portfolio. Perhaps the best way to start is by highlighting the differences between inflation and reflation. Reflation...

One of the benefits of having been an Investment Advisor since 1997 is that I’ve managed client portfolios through many different types of markets, both up and down. I worked during the unprecedented rise and crash of the Nasdaq during 2000 – 2001 and...

After last year’s multiple interest rate cuts, we’ve been experiencing historically low yields for more than 12 months, which has had a significant impact on our collective desire to own bonds, GICs and other types of fixed-income. However the decline...

Our branch call with Jim Allworth (RBC DS Investment Strategist & Co-Chair Global Portfolio Advisory Committee) on January 28th 2021, was very well attended, with over 150 people dialing in. This is a testament to the reputation Jim has built with our...

At last, here we are in the final month of a year none of us will forget. While doom and gloom has been the order of most days, it has been the stock market that has proven to be the biggest and dare I say, best surprise. Who among us could have predicted...

As of this writing, the US election remains undecided. No doubt many of you were glued to your television last night and upon waking, we continue to find ourselves on pins and needles. While I have no intention of predicting a winner I would like to remind...

According to RBC’s Small Business Poll (Sept 2020), nine out of 10 owners stated they’ll bounce back from the adverse effects of the pandemic. Despite the more general doom and gloom from the rest of the population, this entrepreneurial segment is optimistic...

As many of you would be aware, the tech sector in particular had a “correction-sized” sell-off over the past 3 trading days. I don’t think anyone could be surprised by this given how quickly the sector climbed after the March lows. That being said, it...