Sometimes, the insights we pass onto our clients feel like a best kept secret. With this as our theme for Grow Together, we dive into lesser-known financial strategies like overlooked investment opportunities, the potential of Donor Advised Funds in legacy planning, and surprising ways to maximize RESPs.
With much uncertainty surrounding the outcome of the upcoming U.S. election, many investors are concerned about various implications it could have on growth, inflation, and trade in the U.S. and beyond. What really drives the markets in the end?
Over the past several years, there’s been a dramatic rise in share prices for the S&P 500 Index’s top 10 stocks. This has led some investors to speculate whether the situation resembles that of the tech bubble in the 2000s. Is it time to cut and run? Maybe, or maybe not.
Investors are showing more concern now for the social, political and economic direction of our world than ever before. Learn what our investment team has to say about the pause in CAD markets, the U.S. market’s resilience, French politics, and central banks’ caution with further rate cuts.
Our theme in this issue of Grow Together is "Evolution by chance or by choice". We look at the pivotal moments where individuals and companies face change, either proactively or in response to factors outside of their control. Inspired by the positive changes we've seen our clients make in their own lives, we also share retirement transition stories from two of them.