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Keep on the pulse of developments that may impact your wealth with MK Memo – relevant, informative, and thoughtful content curated by our leadership team.

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MKPW Client Communications: January 2024

February 26, 2024 - Dawn Anderson

Looking back on our thoughts from last year, we anticipated 2023 to be characterized as a year of taking two steps forward and one step back. In the final quarter of last year, we witnessed both a notable step forward in the equity markets, as well as a step backwards in fixed income yields.

10 Minute Read
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MKPW Client Communications: November 2023

November 16, 2023 - Dawn Anderson

Reflecting on our summer portfolio commentary, we mentioned that we anticipated increased market fluctuations, and that’s exactly what we have experienced.

10 Minute Read
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MKPW Client Communications: First Home Savings Account (FHSA)

October 6, 2023 - Dawn Anderson

As you may be spending time with family or extended family this weekend, we thought it an opportune time to reach out to advise you of a new investment vehicle for those who have not yet purchased their first home.

8 Minute Read
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MKPW Client Communications: August 2023

August 22, 2023 - Dawn Anderson

After a challenging 2022, equity markets have been both positive and resilient following the most inflationary economic period in decades.

10 Minute Read
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MKPW Client Communications: March 2023

March 31, 2023 - Dawn Anderson

The past few weeks have been a whirlwind in global markets, and we wanted to provide some clarity on recent events.

10 Minutes Read
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MKPW Client Communications: July 2022

September 1, 2022 - Dawn Anderson

While summer thoughts are usually filled with long days, barbecues and beaches, we are focused on interest rates, inflation and economic growth. In our last correspondence in June, we’d mentioned that the economy had the potential to move into a shallow recession. Since our last note, economists at RBC have announced that they are now forecasting the country will move into a moderate, but short lived recession in 2023. We wanted to connect with you to put context around what this means.

5 Minutes Read
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MKPW Client Communications: June 2022

August 31, 2022 - Dawn Anderson

Undoubtedly, you have seen headline news regarding inflation, market volatility, and rising interest rates. I write to provide our commentary on these headlines, as well as our thoughts on the period ahead.

5 Minutes Read
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Federal Budget 2022: Key measures that may have a direct impact on you

April 29, 2022 - François Menard

While this budget shifts away from pandemic measures, other current events and realities are at the forefront. These include inflation, housing affordability, the transition to a green economy.

7 minutes read
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What could shape portfolio performance over the next year?

April 29, 2022 - François Menard

As market volatility persists, weakness in equities may have a surprising benefit. We look at several factors that may impact the macro outlook.

9 minutes read
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Economic stakes of the Russia-Ukraine conflict

April 29, 2022 - François Menard

As the economic front expands with sanctions, we look at investment ramifications, including a potential “growth scare” and its impact for equity markets.

6 minutes read
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MKPW Client Communications: February 22, 2022

April 29, 2022 - François Menard

After almost no volatility in 2021, volatility is upon us with interest rate hikes to combat inflationary pressures and Russian’s invasion of the Ukraine. We expect market volatility to continue into the months ahead.

2 minutes read
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Capital gains planning for those with vacation properties

April 29, 2022 - François Menard

Find out if you can designative your vacation property or cottage as a principle residence for tax planning. MKPW’s in-house Financial Planner can discuss these planning opportunities with you and your family.

10 minutes read
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MKPW Client Communications: November 29, 2021

April 29, 2022 - François Menard

After your strong returns in equities this year, we feel it appropriate to rebalance portfolios back to target weights.

2 minutes read
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MKPW Client Communications: September 9th, 2021

April 29, 2022 - François Menard

While the Federal Reserve essentially commits to keep rates low, are aren’t so sure they can forever. How good have the markets been? The U.S.'s S&P500 has not seen a 5% drawdown since October of last year, its longest streak since 2018.

2 minutes read
Card image cap FINANCIAL LITERACY

Teaching your kids about financial literacy

Age-specific financial literacy tips for kids, teens and young adults.

8 minute read
Card image cap ANALYSIS

A TRANSITION PERIOD IS COMING FOR U.S. EQUITIES

As the investment landscape changes, we look at four issues that should set the tone for the U.S. stock market for the rest of the year and into 2022.

5 minute read
Card image cap INVESTING

MKWM CLIENT COMMUNICATION: MAY 28, 2021

While central banks speak to inflation being temporary in nature, “transitory”, we thought to highlight how we are reviewing each company in your portfolio to reduce the potentially negative impacts that inflation may have on corporate earnings.

2 minute read
Card image cap TAX STRATAGIES

HOW INCOME SPLITTING CAN SAVE YOU TAX

Find out what income splitting is, and how a prescribed rate loan strategy may be beneficial for some families as part of tax planning. MKWM’s in-house Financial Planner can discuss these planning opportunities with you and your family.

6 minute read
Card image cap INVESTING

MKWM CLIENT COMMUNICATION: FEBURARY 26, 2021

The overall economy languished last year, while certain sectors thrived. This disconnection between economic performance and the markets is not unusual and we continue to highlight that with economic growth having “kicked in”, the markets are likely to continue to perform well.”

2 minute read
Card image cap ANALYSIS

WHAT DOES INFLATION LOOK LIKE IN A POST-PANDEMIC WORLD?

With the U.S. economy still reopening, where is inflation going from here and what can investors watch to gauge how price pressures may be building?

11 minute read
Card image cap INVESTING

MKWM CLIENT COMMUNICATION: NOVEMBER 26, 2020

To say that 2020 was an unusual year would be an understatement. This year, activity in your portfolio was more so than any year in recent – we thought to highlight trends that emerged this year, as well as provide thoughts on the period ahead.

2 minute read
Card image cap ESTATE PLANNING

THINKING AHEAD FOR BENEFICIARIES WITH DISABILITIES

Two potential planning options to consider in finding the right approach for your family. MKWM’s in-house Financial Planner can discuss these planning opportunities with you and your family.

5 minute read
Card image cap INVESTING

MKWM CLIENT COMMUNICATION: AUGUST 28, 2020

The gradual reopening of the global economy has resulted in a return to positive economic growth, despite seeing a surge in COVID-19 cases. As the markets look beyond the health crisis, we look for opportunities to position your portfolio for a continued economic recovery.

2 minute read
Card image cap INVESTING

Commentary on a MKWM portfolio company

How the crisis became prime time for Amazon.

10 minute read
Card image cap ANALYSIS

MKWM is overweight healthcare. Why?

The resilient Health Care sector in an election year.

8 minute read
Card image cap INVESTING

MKWM CLIENT COMMUNICATION: JUNE 17, 2020

A swift policy response = a positive equity market rally

2 minute read
Card image cap INVESTING

COVID-19: Updates on market impacts

Timely information on the COVID-19 outbreak and its implications for investors.

75 minute read
Card image cap PLANNING

MKWM CLIENT COMMUNICATION: APRIL 13, 2020

Federal Government COVID relief package update for personal and business clients.

2 minute read
Card image cap INVESTING

MKWM CLIENT COMMUNICATION: APRIL 1, 2020

Market volatility - not since the Financial Crisis - is upon us. This too shall pass, but not without pain that is yet to hit “main” street.

2 minute read
Card image cap PLANNING

Managing Personal Cash Flow During Times of Disruption

Disruption of cash flow can create uncertainty, anxiety, and force sub-optimal decisions to be considered and made. This article seeks to answer the questions ‘how do I prepare?’ for forward events, and ‘what should I do’ when those unforeseen events strike.

5 minute read
Card image cap INVESTING

Global equities: Uncertainty everywhere

On February 21st, 2020, the MKWM Investment Committee transitioned clients to underweight equities. RBC’s official recommendation followed on April 1st, 2020.

7 minute read
Card image cap PLANNING

Buy? Sell? Hold? How Your Plan Can Cut Through The Noise

The Greek philosopher Sophocles stated, “no enemy is worse than bad advice”, this article seeks to provide a framework to ‘cut through the noise’ that bombards us daily, to determine your best path forward.

5 minute read
Card image cap INVESTING

MKWM CLIENT COMMUNICATION: March 12, 2020

Despite entering bear market territory, we are not yet “picking a bottom”.

1 minute read
Card image cap INVESTING

MKWM CLIENT COMMUNICATION: February 21, 2020

Taking advantage of recent market strength and rebalancing portfolios, reducing our equity allocation.

1 minute read
Card image cap INVESTING

Shedding light on responsible investment strategies

Find out how responsible investment has been gaining ground and what it means to integrate environmental, social and governance (ESG) factors into the investment process.

5 minute read
Card image cap PLANNING

Sale of a Business – Checklist to maximize after tax proceeds

“It’s not how much money you make, but how much money you keep…”. When selling your business, there a lot more to consider in terms of cash than the purchase price.

3 minute read
Card image cap INVESTING

Investment outlook for your 2020 portfolio

Our constructive view on financial markets runs parallel to a continued need for vigilance.

8 minute read
Card image cap INVESTING

Up 25% since the lows

How investors can use the recent rally as an opportunity to take a more defensive posture by upgrading the quality of U.S. equity portfolios.

5 minute read

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