Mid-year Outlook

June 30, 2023 |Gabriel Flores

Global economies have proved resilient, still largely growing despite what many 'so-called experts' had predicted at this time last year.

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Everything, everywhere, all at once.

March 17, 2023 |Gabriel Flores

Concerns over the stability of the global banking system emerged after a few sudden U.S. bank failures and signs of stress at a larger European one. Policymakers responded quickly and the situation has stabilized… for now.

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Video: Invest for a better world

July 20, 2020 |Gabriel Flores

Learn about the compelling risk/return profile of responsible investing and how it can be integrated into your portfolio by working with a certified responsible investment advisor.

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What I've learned

May 29, 2020 |Gabriel Flores

" Despite the current economic crisis, I find myself in a better financial position. Above all, I came away with great peace of mind - very precious in these uncertain times!" - E. Gaudet, client

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Lean into risk

April 09, 2020 |Gabriel Flores

While posted today, on a balmy May 28th, this blog post sat in my 'drafts' since April 8th. since that post, where holding onto, adding to, and rebalancing into would have made a measurable impact on your current investments.

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The stories we tell ourselves

March 31, 2020 |Gabriel Flores

Communicating with you through both thick and thin, and offering investment advice in a time of great uncertainty begins with understanding the role wealth plays in you and your family’s life.

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But this time it's different...

February 27, 2020 |Gabriel Flores

Consider the quality of fixed income in your portfolio and the trade-off of adding those last few basis points of yield to your bottom line - and what that can cost you as liquidity premiums increase.

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Save the earth, fly into space

February 22, 2020 |Gabriel Flores

The ultimate 'hedge' one could argue, is the rise of space companies and sense of urgency it ushers in because of the current and very present environmental crisis our planet finds itself in.

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