facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Publications,
Insights & News

Q2: A positive, if uneven, quarter Thumbnail

Q2: A positive, if uneven, quarter

Equity markets in Q2 2026 delivered a generally positive, but uneven, performance across regions, shaped by resilient earnings growth, the ongoing AI-driven investment cycle, and elevated geopolitical risks.

Read More
Market Pulse May 2026 Thumbnail

Market Pulse May 2026

Markets rose in May on earnings and AI optimism, but narrow leadership, geopolitical risks, and higher rates keep volatility elevated.

Read More
Market Pulse April 2026 Thumbnail

Market Pulse April 2026

Stock markets rebounded strongly in April after weakening in March. The S&P/TSX Composite Index gained 3.7% during the month, helped by strength in the industrial and technology sectors and by strong corporate earnings.

Read More
Canada’s Spring Economic Update 2026 Thumbnail

Canada’s Spring Economic Update 2026

The spring economic update outlines several proposed changes affecting workers, home buyers, people with disabilities, and business owners. Below is a summary of selected measures that may be relevant for investors in the coming years.

Read More
Market Pulse March 2026  Thumbnail

Market Pulse March 2026

Markets pulled back sharply in March as geopolitical tensions and rising oil prices weighed on stocks and bonds—but this isn’t a repeat of 2022. Learn why today’s higher rates, cooler inflation, and different policy backdrop change the outlook, even amid renewed volatility.

Read More
Q1: Headline-driven volatility returns  Thumbnail

Q1: Headline-driven volatility returns

Markets hit record highs—then headlines took over. Q1 2026 reminded investors how quickly sentiment can shift amid geopolitical uncertainty. But does volatility signal lasting damage, or temporary disruption? History offers useful clues. Explore why staying disciplined through uncertainty may matter more now than ever.

Read More
Year-End Portfolio Check: What We Review (So You Don’t Have To) Thumbnail

Year-End Portfolio Check: What We Review (So You Don’t Have To)

As the year wraps up, many investors start wondering whether their portfolios are still on track. This is one of the most hands-on times in my practice, and a chance to help clients feel organized before the new year begins. In my latest article, I share the key areas I review at year-end: performance, risk, tax-smart opportunities, and income planning. If you’re looking for a calm, clear approach to year-end planning, this is a good place to start.

Read More

Call 905-332-7861