27 October, 2022

Don't Fight The Fed

In his Q3 update, Wayne Gillespie provides his perspectives on another tough quarter for investors as aggressive central bank interest rate policies continue to weigh on the financial markets. “Diversification should remain a key part of an investor’s...

21 October, 2022

Rising Interest Rates: The Medicine That Works

In his Q3 update, Rana Chauhan, Counsel’s Chief Investment Strategist, discusses how inflationary pressures and the associated fallout continue to cast a long shadow over global financial markets. To help get inflation back under control, central banks...

18 October, 2022

The World with Higher Interest Rates

Our outlook for the markets heading into 2023 The most aggressive monetary tightening cycle in decades has shaken global markets this year on concerns that central bank efforts to rein in inflation will end in a recession. Investors have cause to worry:...

16 October, 2022 Total Client Experience

Is the 60/40 Balanced Portfolio Dead?

A portfolio of 60% equities and 40% fixed income [GICs, bonds, other interest-bearing vehicles] has been the bedrock of investing for decades. Fixed income positions have traditionally moderated portfolio volatility, earned income and often performed...

13 September, 2022 Tax Planning

What You Need to Know about the Tax-Free First Home Savings Account

Recently the federal government released more details about the new Tax-Free First Home Savings Account (FHSA), which will be introduced in 2023. Prospective first-time homebuyers can save up to $8,000 per year to this account. Investors can carry forward...

30 August, 2022 Tax Planning

Should You Own Individual Stocks?

For various reasons, stock trading for retail investors has become more and more mainstream in recent years......

16 August, 2022 Tax Planning

What’s Going to Happen Next?

After a terrible start to the year for stock markets, they’ve begun to rally back in the last few weeks. The most common question I’ve received this year is some variation of “what’s going to happen next?”...

27 July, 2022 Total Client Experience

When Will It Be Over? And Other Portfolio Thoughts

Everyone wants a portfolio silver bullet, that magical strategy or investment that will not drop during volatile markets and earn a healthy profit....

26 July, 2022

Appointing an Executor: Who Will You Choose?

When appointing an executor for your estate, the person who first comes to mind won’t necessarily become your final choice....

22 July, 2022 Total Client Experience

How to save $2,000,000 in Taxes with Planning

How can I get better portfolio returns? It’s the driving question for most who wish to create more wealth and a better life for themselves. What could be more important to creating more wealth than better portfolio returns?...