More but less

December 02, 2025 |Jim Allworth

After three consecutive years of strong gains for most equity markets, nothing historically rules out a fourth.

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Quarter-century crossroads

December 02, 2025 |Eric Lascelles

Key themes have the potential to shape economic developments and drive certain sectors for decades to come.

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Market Update: November 21, 2025

November 21, 2025 |Luigi Rocca
Earlier this month, Warren Buffett sent his last letter to the shareholders of Berkshire Hathaway and officially retired as CEO. Over the last 60 years he has become one of the wealthiest people to ever live and is widely regarded as one of the greatest...
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Market Update: Budget 2025

November 05, 2025 |Luigi Rocca
Prime Minister Mark Carney and the Liberal Government unveiled one of the most anticipated federal budgets in recent memory. It was a budget that features a record high deficit of nearly $80 billion and massive spending in areas such as defense and infrastructure...
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Federal budget 2025: A summary of key measures that may impact you

November 05, 2025 |RBC Family Office Services

We outline some of the proposed federal budget measures, and the effect they may have on Canadians and their families.

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AI’s big leaps in 2025

October 03, 2025 |Frédérique Carrier

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and explain how its promise is matched against technological, economic, and geopolitical challenges.

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Market Update- September 12, 2025

September 11, 2025 |Luigi Rocca
If you’re like me, every year on September 11, you pause to reflect on one of the worst terror attacks of our lifetime. It is unfathomable to me that next year will be the 25th anniversary of the 9/11 attacks. I remember so clearly, still, where I was...
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Market Update - June 2, 2025

June 02, 2025 |Luigi Rocca
If you had been stranded on a desert island on January 1st of this year and were rescued yesterday, I bet one of the first things you would want to catch up on is how your portfolio has been doing. When you looked, you would note that you are about flat...
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Market Update - April 14, 2025

April 14, 2025 |Luigi Rocca
For those clients that were able to attend my anniversary celebration last December, the highlight for me was to have my friend, Jim Allworth speak to my clients directly and in person. Jim has over 50 years of experience and has influenced my thinking...
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Market Update - April 4, 2025

April 04, 2025 |Luigi Rocca
Given the volatility we are witnessing in the markets today, I wanted to share my thoughts and my plan to deal with it. As you have heard me say many times, I view these dislocations as opportunities and this is one I fully intend to take advantage of...
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