Publications

Year-End Tax Planning Tips 2024

Year-End Tax Planning Tips 2024
Year-End Tax Planning Tips 2024

Alternative Minimum Tax 2024

Alternative Minimum Tax 2024
Alternative Minimum Tax 2024

Blog

Weekly Strategy Perspectives: Buckle Up

The Through Line: With the inauguration of America’s 47th president less than two weeks away and a newly seated Republican congressional majority intent upon providing him quick action on campaign promises, markets have already reacted to an......

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Investment Strategy - January 2025

After a fantastic year, market still well supported…but keep a close eye on tariffs and the unemployment rate...

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Global Markets Commentary 2024 in Review: The Year of the Electorate

For investors, 2024 was a stellar year despite fears that politics and geopolitics would wreak havoc on the markets. What better proof that politics don’t belong in your portfolio....

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Investment Strategy - December 2024

Our title is shamelessly self-referential since we essentially copied the one from the December 2024 Investment Strategy report and changed the year to 2025....

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2025 Canada economic outlook: On the mend

Canada’s economic environment remains as complex as it has been for the past couple of years. However, we're now dealing with a different inflation and interest rate environment....

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Investment Strategy - November 2024

As the U.S.A will decide if a woman will become president for the first time in history or if Donald Trump will get a second term in office, the contrast between the two candidates could not be starker....

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Perception, Reality and Probabilities

Whew, its over! Equity market movements after the U.S. election saw U.S. markets responding strongly positive on the prospect of tax cuts (especially new corporate tax cuts) and increased fiscal spending....

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