July 2023 Update
Here is a recap of the most recent stock market performance…
Here is a recap of the most recent stock market performance…
Global equity markets can be very simple one minute and then very complex the next. They often go in unexpected directions after an economic event.
Remember the doom and gloom surrounding the markets 6 months ago? For some, this feels like a distant memory. Major stock markets continue to surprise investors with strong performance year-to-date on the back of a number of positive developments…
Given the interest rate increases over the past 18 months, mortgage questions are now a very regular discussion.
Imagine you are sitting at home on your patio with a coffee in one hand and your cell phone in the other, listening to a voicemail that appears to have been left by your daughter.
We all know Brexit as the UK vote that took place on June 23rd, 2016, in the midst of a populist wave sweeping the UK and the world. The vote was meant to pull the UK out of the European Union economic bloc and the trade agreements it had originally negotiated.
The disability tax credit (DTC) can be a powerful benefit for Canadians who qualify. It allows an individual with an impairment or supporting family member to reduce the amount of income tax they pay.
What makes for a “climate-friendly” portfolio? For advisors and investors, the answer isn’t always straightforward. One popular responsible investing strategy is to screen out companies, funds or entire industries associated with high greenhouse gas emissions and poor environmental, social and governance (ESG) performance. The flip side is positive screening to find companies that score well … Why every investor has to be more climate aware
Although it’s not always easy initiating conversations around money, talking openly about finances is important for your relationship’s wellbeing.
As our firm celebrates 50 years of service to clients, here is some of what was happening in the world when the firm was starting out