News & Commentary

All financial plans are a great way to plan for your future, but unless you are including a risk management component to your plan, you are leaving yourself exposed to potential risks that may render your plan useless. Let’s be honest, how often does life go as planned? Whether you are still working and saving […]

Market & Economic Environment: Global equities added to their stellar first-quarter gains in April, with the TSX Composite, S&P 500 and Nasdaq Composite reaching new highs in the month to complete one of the fastest market rebounds on record. The TSX rose 3.0%, bringing its gains for the year to 15.8%, led by the Consumer […]

May marks the beginning of the six-month period (May to October) when stocks have historically underperformed the other six months (November to April). This performance differential is the root cause of the well-known “Sell in May and go away” market adage. Click here to read our latest market bulletin.

Luft Financial model portfolio updates help you understand the complexity of your assets, better manage them & develop successful investment strategies. Click here to view our latest model portfolio update.

Market & Economic Environment: Global equities shrugged off tepid economic data and a U.S. yield curve inversion in March to finish an exceptional first quarter on a positive note. The TSX Composite added 0.6% last month, bringing its Q1 gain to 12.4%, its best quarterly performance since Q2 of 2009 and its best first quarter […]

Nobody wants to imagine dying, but one of the most important pieces to the financial plan puzzle is to try and understand how your passing may affect your loved ones. You may have enough in your savings/investments to give you the peace of mind knowing that your family can survive off of these assets. If […]