Luft Financial | Elevate your Wealth | Vancouver Wealth Management firm
Get fresh perspectives on the latest investment and financial news and trends from the Luft Financial team, as well as from leading experts in Canada and around the world.
2024 IAPW Tax Document Distribution Dates There are different mailing dates for different account types. Please click on the link below to view the expected delivery for both mail and online tax slips and reports. 2024 Important Year-End Information – Tax Document Distribution Dates
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January 2025 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth January 8, 2025 Summary Market Review: Global equities dipped in December 2024 but achieved strong annual returns for the second consecutive year, led by record-setting gains in North American indices. Volatility in fixed income markets contrasted with relative […]
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December 2024 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth December 18, 2024 Market Review Global equities turned in a mixed performance in November, as the “Trump Trade” drove North American indices to new highs, while European markets fell amid growing political uncertainty. The TSX Composite surged […]
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November 2024 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth November 22, 2024 Market Review Global equities briefly paused their rally in October ahead of the U.S. Presidential elections, before the “Trump Trade” drove U.S. indices to new highs this month. The TSX eked out a 0.65% gain […]
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October 2024 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth October 3, 2024 Market Review Global equities advanced to new highs last month to cap a volatile quarter, as interest rate cuts by major central banks boosted optimism for a soft landing despite mixed economic data. The TSX […]
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September 2024 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth September 24, 2024 Market Review Global equities added to gains in August, as they recovered from the worst bout of volatility since 2022 that erupted in the first week of the month. The TSX advanced 1.0% last […]
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