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Our team of experienced experts bring you the latest news and trends in the world of finance, along with practical advice on topics such as investment strategies, retirement planning, and tax optimization. Our goal is to empower you to achieve your financial objectives and secure your future.

Recent Posts

Featured image for article S&P 500 rally: When a rising tide lifts some boats more than others

S&P 500 rally: When a rising tide lifts some boats more than others

Dec 05, 2025 | Kelly Bogdanova

The rally in 2025 and throughout the longer bull market cycle has been uneven with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.

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More but less

Dec 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

Dec 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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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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