Investing Discipline

Dec 10, 2018 |Kyle Sarai
December is one of the busiest and most exciting times of the year for our team! We hold our annual client dinner, and this year we are pleased to have Fidelity Investments present an independent prospective on their thoughts going into 2019. This is...
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RBC Global Insights - 2019 Outlook

Nov 23, 2018 |Kyle Sarai
We are pleased to present our 2019 Global Outlook with regards to the equity, fixed income and currency markets. In 2018, we saw the return of volatility which moved the markets in both directions. This year was the first time since 1963 there was two...
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Where are we going?

Oct 03, 2018 |Kyle Sarai
Where are we going?   Over the summer, it has been all but normal in the world. Trade wars, tariffs and NAFTA talks have taken up most of the headlines, yet somehow, equity markets in the U.S have stayed calm and actually gained 5.9% for June, July and...
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Post-Financial Crisis: 10 Years Later

Oct 03, 2018 |Kyle Sarai
It has been 10 years since the global financial crisis, and as we pass this anniversary, I believe it is a good time to revisit the subject and remind ourselves of the mistakes we made so as to not repeat them in the future. From September 2008 until...
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Recessionary Signs

Sep 04, 2018 |Kyle Sarai
Over the past few months I have been conducting semiannual client reviews. During these meetings I’ve been receiving questions related to the health of the US economy and questions such as  “are you nervous about the markets, it’s been 10 years since...
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2017 Mutual Fund: Performance Report

Sep 04, 2018 |Kyle Sarai
Within the investment industry we are seeing massive flows from actively managed mutual funds to exchange traded funds (ETF’s). Morningstar research conducts a report each year with the success of fund managers versus passively managed products. Below...
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What is a second opinion?

May 10, 2018 |Kyle Sarai
Second Opinions   If you are an individual with an investment portfolio in Canada, you have probably sat down with someone other than your current advisor to look at your portfolio. Most Investment/Financial Advisors, like myself, have met with many prospective...
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2018 Federal Budget

Mar 08, 2018 |Kyle Sarai
On February 27, the Liberal government rolled out the 2018 budget. Please see the attachment for details.
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March Global Insight - Market Volatility

Mar 08, 2018 |Kyle Sarai
While volatility came roaring out of hibernation, the market correction is unlikely to alter the encouraging economic and earnings outlook. Look for the bull market to get back in gear later in the year. Please click here for full report.
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Five Things Investors Can Expect in 2018

Jan 15, 2018 |Kyle Sarai
We have no idea what’s going to happen in world events, politics, or the market in 2018 (and neither does anyone else). There’s no way to reduce the uncertainty about the future or know exactly what it holds but I am fairly certain that the following...
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