Recent Articles

Global Markets Commentary - Dec 2022

October 5, 2022 - __Marketing HQ

The monthly Global Markets Commentary provides an overview of recent global events and their impact on the markets.

Wealth Insights Magazine

September 13, 2022 - __Marketing HQ

The Wealth Insights Magazine highlights several topics, strategies, and solutions for the owner to consider when balancing personal wealth management with the needs of their business venture.

Wealth Themes

January 19, 2023 - __Marketing HQ

Wealth Themes provides timely articles on a variety of wealth planning topics. This month we focus on the impact of emotional intelligence and behavioural finance on our investment decisions. We also include an article to assist in having healthy discussions about family wealth with your adult children and, with the new school year fast approaching, information on the increased RESP withdrawal limits.

Tax Tips For Investors

September 12, 2022 - __Marketing HQ

Knowing how tax rules affect your investments is essential to maximizing your after-tax return. In addition, keeping up to date on changes to the tax rules ensures that you take advantage of all the tax savings available to Canadian-resident individuals. This article provides an overview of select strategies to assist you in reducing your tax bill.

Equity and Fixed Income Strategy Summary

November 28, 2022 - __Marketing HQ

Strategic commentary on equity and fixed income as well as an overview of fixed income markets.

U.S. Strategy Snapshot

September 20, 2022 - __Marketing HQ

"Profit Margin Resilience on Display" - Chief Investment Strategist, Brian Belski.

Canadian Strategy Snapshot

September 20, 2022 - __Marketing HQ

"Thoughts on TSX Performance Reversals" - Chief Investment Strategist, Brian Belski.