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November 9, 2021
2021 Fidelity Retirement Report
Looking for some helpful tips about how to best plan for your retirement? Download the Fidelity 2021 Retirement Report and find out how Canadians like you are successfully navigating retirement and retirement planning to stay ahead.
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October 12, 2021
How to make a debt reduction plan that works for you
Did You Know Canadians for every $1 of income, Canadians hold nearly $1.68 of debt? Here are some tips to keep in mind as you create your debt plan and inch closer to financial freedom
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June 9, 2021
Jump Start Your Wealth
Download Your Free Copy of "Jump Start Your Wealth"
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May 26, 2021
What U.S. Tax Proposals mean for Canadians
Are you a Canadian with U.S. Assets (i.e. real estate/stocks)?? Perhaps you have friends or family that do? U.S. President Joe Biden’s American Families Plan would increase estate, capital gains and income tax rates, as well as exposure to the gift tax. The proposals will adversely affect many Canadians with U.S. assets and U.S. citizens residing in Canada, so now’s the time to act!
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May 5, 2021
Saving For Retirement? 3 Steps to Take to Get Started!
Preparing for retirement is tough regardless of your age, but it can be particularly challenging if you're in your 40s. Retirement is more expensive than you may think, and you'll likely need to stash away several hundred thousand dollars (or more) to retire comfortably. If you haven't begun saving yet, here's how to get started.
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April 19, 2021
2021 Federal Budget
Finance Minister Chrystia Freeland tabled the 2021 Federal Budget on April 19, 2021 and it has been a long time coming with the hiatus last year due to the COVID-19 pandemic. The budget deficit is pegged at $354 billion. Based on what’s in the 2021 budget, we’re going to have to wait to see how we’re going to pay for all of this stimulus.
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March 22, 2021
What is Estate Planning and Why is it Important?
Just what is estate planning, and why is it important? Insights from John Natale, Head of Tax, Retirement & Estate Planning Services, Manulife Investment Management.
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March 16, 2021
Retire 30% Wealthier? How About Retiring Over 30% Wealthier! You Choose
I can't help but notice the aggressive and misleading tactics of companies like Questrade. In summary, its all smoke and mirrors. They advertise solely on the topic of "fees" and because of them, you are sacrificing your retirement nest egg. In reality though, you are sacrificing returns and receiving no advice for support.
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March 1, 2021
Retirement Planning
Retirement 20/20 Report Available Now! For 15 years now, Fidelity has delivered a retirement survey, with a goal of helping you better understand the latest trends so that together we can successfully guide you in your retirement journey.
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August 31, 2021
Answers to Your 5 Biggest Investment Concerns
Even with markets at all-time highs, investors have plenty on their minds. The Capital Group investment team provides perspective on the most pressing questions of the year
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April 23, 2021
The Emerging Markets opportunity (part 2) — These aren’t your parents’ emerging markets
While the emerging markets asset class has been mostly overlooked by Canadian investors, we believe exposure to this asset class in an investor’s portfolio is likely to enhance diversification benefits and improve long-term returns. 
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April 13, 2021
One Year Since COVID Crash: How Far We've Come
It’s been one full year since the stock market crash on March 23rd, 2020, and a few months more since the novel coronavirus, COVID-19, was first identified. Little did we know how much the world, our daily habits, and our portfolios, would be changed. Here, through our partner at Y-Charts, we reflect on the past year through data and visuals that illustrate the extent of COVID-19’s impact on the market and our lives.
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April 13, 2021
Forgetting the lessons of 2020 – 1st quarter, 2021
George Droulias, investment analyst at Edgepoint, put together a great article discussing the stock market and how it displayed some unusual behaviours in 2020. Read on to see how the Edgepoint approach has benefitted longterm unit holders.
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April 8, 2021
The World in 2030
The world in 2030 may seem a long way off, but helping clients invest we must always be looking into the distant future.
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March 31, 2021
Roaring '20s - How Pent Up Demand Could Fuel Recovery
Could pent-up demand for travel and leisure drive a Roaring ‘20s today? There is lots of aspects at this point to be excited about in investment markets and as this year progresses, the theory of the "Grand Re-Opening" will become clearer and most likely extend through 2022.
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March 8, 2021
The Emerging Markets Opportunity (part 1) — Demographics
Asian Emerging Markets are a rapidly growing area of the world that I believe will only continue to grow in terms of economic importance. While often overlooked by Canadian investors, exposure to the EM asset class in an investor’s portfolio is likely to enhance diversification benefits and shouldn’t be viewed as a “niche” investment.
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March 4, 2021
Investment Planning
Unfortunately financial and investment markets don't trend up in a smooth linear path. If they did, my job would be much easier! Volatility is something we have to learn to become comfortable with as there is always benefit for those who remain focused on their long term investment goals.
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February 19, 2021
Valuation? No, its not on thin ice.
Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.– Peter Lynch There has been much discussion these days about valuations within equity markets, specifically as it pertains to the trailing price/earnings (P/E) ratio of the S&P 500. At the time of writing, the trailing P/E sits at 32 times, well above its longer-term average of closer to 18. However, does that mean an immediate reversal is warranted?
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June 8, 2021
Does Getting Vaccinated Effect Your Life & Health Insurance???
In light of misinformation circulating through various social media channels claiming that individuals who receive the vaccine will not be able to get life insurance or may be denied their disability or life insurance benefits the Canadian Life and Health Insurance Association (CLHIA) has stressed: “Receiving a COVID-19 vaccine will have no effect on the ability to obtain coverage or benefits from life insurance or supplementary health insurance.”‍
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February 25, 2020
Insurance Planning
Working from home might mean your spare room, your basement, maybe even your dining room has become your office space. You’ve adapted to your individual situation. The same goes for insurance – it’s not a one‑size fits all approach and often requires a custom fit based on your clients’ needs… especially permanent insurance. 
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November 5, 2021
U.S. Economy
Are indicators pointing boney fingers towards a scary recession? The Capital Markets Strategy Team at Manulife put together an interesting piece dissecting this topic and looking at the key indicators of a recession in the U.S.
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November 4, 2021
October Capital Markets Recap
After a disappointing September, the month of October welcomed vulnerable equity investors with open arms to kick off the 4th quarter of the year. I believe the month of October had three key topics; corporate Q3 earnings season, increased talk of US recession risks, and the Bank of Canada’s very hawkish tilt. We uncover these issues in the October Monthly Market Comments.
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October 8, 2021
September Market Update: Q3 Recap, Q4 & Beyond Outlook
In this month’s monthly roundup of market commentary we reflect on how financial markets performed in Q3, how September lived up to its historic reputation as being the weakest month of the year, and some interesting economic points as we move into the final quarter of 2021 and into 2022. 
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September 10, 2021
Back to School Market Update
As we escape from the summer doldrums and life starts resuming back to normal I address capital markets and what you need to know as we enter into a historical volatile period.
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July 20, 2021
Recent Market Volatility
After yesterday’s broad selloff here's a quick note for our valued investors to help put this into context. Although we are seeing a strong rebound today, the question remains “is the volatility expected to be more frequent ahead?”
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July 14, 2021
Capital Groups "2021 Midyear Outlook"
Capital Group released their 2021 Midyear Outlook and it resonates the message we have been communicating with our clients. Click to see the report as they discuss how major economies roar back, inflation, rate hikes, value vs growth, dividends and what to do with your bond portfolio in this rising yield environment.
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July 9, 2021
Q2 Market Update
In this edition I highlight on why the US 10 Year Treasury has retracted since March 31st, the implications for financial markets and how markets performed in the second quarter of 2021.
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June 7, 2021
May Market Commentary and WYNTK
"Sell in May and Go Away"... These catchy phrases just don't pack any punch. Click to read my market commentary for May and some key themes on what Investors Need to Know
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May 4, 2021
April Recap - Market Outlook
Equity markets performed well through the month of April, extending the gains made since the beginning of the year. The S&P/TSX rose 2.2%, while the S&P 500, Nasdaq and MSCI EAFE respectively gained 5.2%, 5.4% and 2.7% in U.S. dollar terms for the month of April.
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April 12, 2021
Q1 Recap and "Where Do We Go From Here?"
Q1 2021 showed us that the market is very efficient at discounting all known information that’s out there. The market was early, and right, in pricing in the exact scenario that has been unfolding. So the question is “Where Do We Go From Here?”…
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February 26, 2021
Market Update
We’ve been seeing a rotation from the growth stocks that have done so well over the past decade and during the pandemic, into value and cyclical areas that have been underperforming. With that said, I believe that this is a natural correction that’s driven by sentiment.
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February 15, 2021
Financial Market Update
Financial Market Update Access the latest communication as I discuss current financial market developments, themes and opportunities available to investors. 
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