News & Commentary

When we invest our money, we have a reasonable expectation that our initial investment will appreciate over time. As we get older, we tend to want to take less investment risk, especially if there is a goal to pass on some of our investments to our beneficiaries. Often seniors feel trapped into investing in GIC’s […]

Market & Economic Environment: May’s pullback turned out to be a temporary blip in the global equity rally, as trade tensions receded over the month of June while the Federal Reserve and European Bank signaled their commitment to support economic growth. US equity indices registered their biggest advance since January, with the S&P 500 rebounding […]

When most people think about income replacement, they typically think of Disability insurance. And while Disability insurance is the best way to protect your ability to earn an income while you are working, have you ever thought about who else might need your income if you passed away? In many cases, those people that are […]

Monthly Overview: The seemingly uninterrupted rally that bolstered stock prices for the first four months of the year came to an abrupt halt in May as all of the key equity market gauges we follow showed low to mid-single digit percentage losses. Despite the pullback, however, YTD returns for these same gauges through the end […]

Market & Economic Environment: The global equity rally that had taken North American indices to new highs in April came to a shuddering halt in May, as a couple of unexpected tariff-related tweets from President Trump shattered market calm and investor complacency. On May 5, Trump tweeted that tariffs would rise on goods from China, […]

Congratulations to Aaron Arnold on being recognized by Wealth Professional as one of the industry’s top 20 rising stars and future leaders in wealth management! Click here to read the published article in Wealth Professional Canada.