Articles

June 26, 2025

Monthly Market Snapshot - June 2025

Canadian and U.S. stock markets experienced notable growth in May, thanks to easing tensions over tariffs between the U.S. and China. Canada’s main stock index had its biggest monthly gain since November 2024, while the S&P 500 and Nasdaq had their best month since November 2023. The S&P 500 reported strong results for Q1 2025. According to FactSet data, both the percentage of companies reporting positive earnings surprises and the magnitude of these surprises have exceeded their 10-year averages.

Investment

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.

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Monthly Market Snapshot

Monthly Market Snapshot - June 2025

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News & Views

A future that matters.

Monthly Market Snapshot - June 2025

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

Newsletter

Monthly Market Snapshot

Monthly Market Snapshot - June 2025

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