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December 2021 Market Review

by Jeffrey Roy | Jan 13, 2022 | Investing, Investment 101, Management Commentary, Market Update, Monthly Newsletter | 0 Comments

In December, global equities finished the year with a strong performance as investors' expectations for strong economic and earnings growth in 2022 allowed them to look past skyrocketing COVID-19 cases, heightened inflation pressures, and continued supply chain...

November 2021 Market Review

by Jeffrey Roy | Dec 10, 2021 | Investing, Investment 101, Management Commentary, Market Update | 0 Comments

The global equity markets were impacted by the following significant events in November 2021. The US Federal Reserve (“the Fed”) Chair acknowledged that the US economy was recovering and that the pace of supportive asset purchases will be reduced. Starting in December...

October 2021 Market Review

by Jeffrey Roy | Nov 9, 2021 | Investing, Investment 101, Management Commentary, Market Update, Monthly Newsletter | 0 Comments

As of end of October 2021, the number of S&P 500 index companies beating earnings per share estimates for the third quarter remain above average. Due to these positive reports, the index is markedly higher than in prior quarters. While major indexes seem...

Back in Black: BlackBerry stock soars after expanding partnership with Amazon

by Aaron Chaze | Dec 1, 2020 | Investing, Investment 101, Management Commentary, Market Update | 0 Comments

Fabulous news for BlackBerry! Expanding its association with Amazon Web Services is the news of the day, with the stock jumping 40.0%! BB has been the most underestimated and undervalued stock in the tech world. Before the announcement of this news, BB traded at just...

The million dollar question: Do you have enough money for an expert advisor?

by Kimberly Northcote | Nov 19, 2020 | Investing, Investment 101, Retirement | 0 Comments

For the past few years, there has been a problem quietly growing in the financial advising profession. High-level financial management has been limiting its availability to the uber-rich, those who can park millions into investment funds with a level of informality...

Look before you leap: Three factors to consider before investing with a financial advisor

by Kimberly Northcote | Nov 3, 2020 | Investing, Investment 101 | 0 Comments

Finding an effective and trustworthy financial advisor to help you invest your money can be a daunting task, made all the more stressful by the fact that most people are not aware of how to evaluate the expertise and integrity of the financial advisors they are...

5 Reasons Not to Miss the RRSP Contribution Deadline

by Kimberly Northcote | Jan 29, 2020 | Investing, Investment 101, Management Commentary, Retirement, Tax Strategy | 0 Comments

Nobody likes deadlines, it’s true, but when it comes to RRSPs, there is one important day approaching that we recommend you prepare for: March 2, 2020 is the last day that RRSP holders can make contributions that will count toward the 2019 tax year. In this article,...

Choosing an investment account doesn’t have to be taxing: A comparison of RRSPs and TFSAs

by Kimberly Northcote | Jan 27, 2020 | Investing, Investment 101, Management Commentary, Retirement, Tax Strategy | 0 Comments

Despite having names that imply more of a savings objective, Registered Retirement Savings Plans and Tax-Free Savings Accounts are both excellent vehicles for investing. They can hold many different types of investments, such as GICs, ETFs, common and preferred...

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