Articles

May 8, 2025

Monthly Market Snapshot - May 2025

Canadian and U.S. equities ended the month lower, but well off the worst levels seen in the days following the April 2 “Liberation Day” tariff announcement. President Trump introduced his long-anticipated “reciprocal” tariffs, which included a 10% baseline tax on imports from all countries, a 34% tariff on Chinese goods, a 25% tariff on all car imports, and a 20% tariff on EU goods.

Investment

April 8, 2025

Volatility Life Vest - EdgePoint

Recent market fluctuations have been driven by a mix of global trade policy shifts and tariff announcements in the United States. These developments have created uncertainty for investors, sparking ongoing volatility in equity markets.

Tax

March 20, 2025

Spring into tax season!

As the deadline looms for filing your 2024 tax returns, be sure to take advantage of the credits and deductions you are entitled to. Here are some common ways to reduce your tax bill:

Family

March 4, 2025

We're Hiring! Administrative Assistant

We are seeking a dynamic and detail-oriented Administrative Assistant to join our growing team. This is an excellent opportunity for someone looking to advance their career in a fast-paced financial environment, with the option for either full-time or flexible part-time hours. If you are organized, proactive, and thrive in a supportive team environment, this role is perfect for you.

Investment

February 13, 2025

Monthly Market Snapshot - February 2025

Stocks started the year off strongly, after mostly declining last month. Canada’s main stock index rose to a record high in January, after safe-haven demand fostered by the threat of U.S. trade tariffs lifted the price of gold.

Potential impacts of a U.S. - Canada trade war

Investment

February 5, 2025

Potential impacts of a U.S. - Canada trade war

Over the weekend US trade tariffs were announced beginning February 4th. The Loonie fell even further than its five-year low, and Canada retaliated with tariffs of their own, launching a US - Canada trade war.

Investment

January 16, 2025

2025 Market Outlook

In 2024, investors saw widespread success as both equity and bond markets delivered strong returns. The battle against inflation seems largely won, with inflation rates declining in most major developed economies, setting the stage for further global economic stability.

Market

December 11, 2024

Monthly Market Snapshot - December 2024

Equities staged a broad-based post-election rally in November. The S&P/TSX Composite Index closed out the month at an all-time high as it recorded its fifth consecutive monthly gain. The S&P 500 also ended November at an all-time high and posted its best monthly performance of 2024.

Subscribe to our Newsletter

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Monthly Market Snapshot

Monthly Market Snapshot - May 2025

Topics

"Thank you for the time you spend with us. Life is so busy these days that little time is left to think about our investments for the future let alone know how to view the markets and make wise decisions. Thanks again for what you do and the spirit in which you do it."

Les and Judy, St Ann's

News & Views

A future that matters.

Monthly Market Snapshot - May 2025

Volatility Life Vest - EdgePoint

Spring into tax season!

We're Hiring! Administrative Assistant

Monthly Market Snapshot - February 2025

Potential impacts of a U.S. - Canada trade war

2025 Market Outlook

Monthly Market Snapshot - December 2024

Newsletter

Monthly Market Snapshot

Monthly Market Snapshot - May 2025

Topics