16 May, 2022 Total Client Experience

Avoidable Regrets

I took my family out for a nice dinner on Mother’s Day. Although we went to a small local Trattoria it was far from inexpensive, but the food was out of this world. Having the family together for this wonderful occasion provides memories that cannot...

06 May, 2022 Total Client Experience

Do You Remember March 23, 2020?

As human beings, we have certain behaviors wired into us. One such behavior or bias is that we often feel whatever trend is happening will continue indefinitely. It is easy for us to justify and rationalize this thought process....

21 April, 2022

Another Volatile Quarter

In his Q1 market update, Wayne Gillespie offers his perspectives on a volatile quarter where inflation and concerns over Ukraine are influencing global markets....

21 April, 2022 Tax Planning

The #1 Thing Young People Need to Know About Investing

Warren Buffett has been investing since he was 11 years old. Today, he’s worth over $117 billion. Even with such an early start, Buffett didn’t become a billionaire until he was over 50 years old. In fact, Buffett amassed over 99% of his wealth after...

13 April, 2022

The Point of Maximum Pain

In our outlook for 2022, we noted that the macroeconomic backdrop was becoming more challenging....

13 April, 2022

Our Perspective: Inflation, Ukraine, and the Drama of Investing

We as humans have a tendency to over rationalize the past, over dramatize the present and underestimate the future....

08 April, 2022

Canada’s Budget Highlights

The Federal Government released its new budget on April 7 - focused on incentives to make life more affordable....

06 April, 2022

Who Will Win? – It’s Anybody’s Guess!

Diversification is the technique of allocating portfolio resources or capital to a mix of investments. The goal of diversification is to reduce the volatility of an investment portfolio by offsetting losses in one asset class with gains in another....

17 March, 2022 Tax Planning

How to Invest In A War

Due to the Russian invasion of Ukraine, global stock markets are continuing the declines that we’ve seen since the start of 2022....

09 March, 2022

Confidence in Our Positioning Despite Challenges

The war in Ukraine presents a number of questions about the near and long-term outlook for the global economy and markets....