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Today, global markets awoke to the disturbing news of tariffs imposed by the U.S. In this special issue market update, Scott Blair, Chief Investment Officer, unpacks the impact of these tariffs, how markets are responding, and what it means for your portfolio.
In this, the first in a series of articles sharing essential wealth insights for business owners, Jason Kinnear, Manager, Family Office Services, discusses value and why understanding it is important, why knowing “your number” is key to sound planning, and how the right exit strategy can help unlock the value of your business and achieve your long-term financial goals.
For the past two years, AI has been the talk of the market’s party. Growing in popularity, and driving record stock performance, all while fueling investor excitement. But in late January, a little-known Chinese AI company, DeepSeek, crashed the festivities— disrupting the industry and wiping out over a trillion dollars in market value in a single day.
“May you live in interesting times” is an appropriate slogan for 2025. In this issue, our investment team offers insights on potential impacts from tariffs on Canadian equities, which stocks dominated U.S. equities and why, a year-ahead outlook in Europe, and what we expect to see in the yield curve.
Tax season may seem far away, but it will be here before you know it! Though our clients don’t need to know all the intricacies of a comprehensive tax strategy (we’re here as experts or stewards of such matters), having a high level understanding can help you and your loved ones have more informed conversations.