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High stakes, narrow margins: Canada’s federal budget bets on investment-led growth

November 05, 2025 |Cynthia Leach, Robert Hogue, and Salim Zanzana
Overall, the story of Budget 2025 is as expected. There is big new spending and deficits that would be even larger without review savings. Buffers are slim against the two fiscal anchors of a balanced operating budget by 2028-29, and a declining deficit-to-GDP...
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Canadian federal budget preview

October 27, 2025 |Cynthia Leach
A new playbook for balancing bigger government with fiscal health We believe the context and composition of government spending matter as much as the quantum. Cyclically, our outlook has Canada avoiding a recession from the current set of tariffs, but...
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Are U.S. tariffs accomplishing their goals?

August 20, 2025 |Claire Fan

The trade war remains in its early stages, with U.S. tariff revenues trailing behind announcements into the summer. Nevertheless, import tariffs collected as a share of U.S. imports have already risen to their highest level since the 1940s.

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Fall Economic Statement 2024: Canada boosts investment appeal and the deficit deepens

Fall Economic Statement 2024: Canada boosts investment appeal and the deficit deepens

December 18, 2024 |Rachel Battaglia, Robert Hogue and Cynthia Leach
Given the political uncertainty facing Canada, the fate of many of the measures announced in the 2024 Fall Economic Statement is highly uncertain. However, the fiscal update still serves as a snapshot of where the economy is headed and how upcoming challenges...
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Government pensions: What Montrealers can expect and when

September 17, 2024 |Mauricio Bonaguro
For the last 25 years I have been a regular contributor to The Montreal Gazette and have been proud of this association! On Saturday the Gazette published my latest column, an annual favourite, on government pensions and payment dates. Happy to have been...
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Making a will: Six things to help you leave a lasting legacy

September 17, 2024 |Mauricio Bonaguro
Neglecting to make a Will, or to keep it updated, is a common financial mistake — and thankfully easily remedied. Preparing a Will may be the most important legacy you leave. Here are some tips to get you started. Click here to access the article If you...
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Time in the market versus timing the market

September 17, 2024 |John Archer

When market volatility increases, short-term dramatic movements in the market can lead to investor anxiety. This is entirely normal as the unknown consequences of the event currently unfolding may lead some to jump to some doomsday conclusions.

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We are pleased to release our latest edition of Portfolio Advisor.

September 17, 2024 |John Archer

Highlights include a review of markets Around the world; a Winter tune-up: Three tips to help tune up your portfolio for the year ahead; Inflation conflagration: Inflation has flared up- how it can effect investors.

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Everything you wanted to know about ETFs (Exchange Traded Funds) but were afraid to ask – with Fraser Coburn

September 17, 2024 |Mauricio Bonaguro

The benefits of ETFs, how to use them in a portfolio and their costs. We also looked at factor investing and why it's been growing in popularity.

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