The Monthly – June 2021

The Monthly – June 2021

In this newsletter we are going to provide a brief market update followed by an in depth conversation around the impact of inflation across your life using the 4 Pillars of Wealth. The stock markets were generally up in May 2021 with the exception of the US tech heavy...
Market Update – May 2021

Market Update – May 2021

The data that came out in April is now in the spotlight in May more than ever. The debate about interest rates, inflation, global production, currencies and more are discussed then wrapped up with a discussion on portfolio positioning. See More Below Interest Rate...
Market Update April 2021

Market Update April 2021

Overall, equity markets were very strong with Canadian housing on a tear. Canadian housing seems to be taking a more calm pace in April so far. Let’s dive into some of the returns, where growth is, reopening effects, manufacturing supply issues, sectors to benefit and...
Monthly March 2021

Monthly March 2021

February and March have seen an incredible rise in interest rates. No they aren’t the 15% from the 1980’s but take a look at the 5 year Government of Canada Bond Yield over the last year: 5 year Canadian bond yields have gone from a low of around 0.30% in July and...
December 2020 Market Update

December 2020 Market Update

Overall my take is that there is a lot of demand waiting to be unleashed through the form of savings and lower debt utilization. This is the tale of two worlds where service and other areas affected by forced shut-downs are suffering horribly while there are other...
November 2020 Market Update

November 2020 Market Update

November was an exceptionally strong month in the stock markets. Today I talk to you about: Portfolio Positioning Economic Developments Are You Wealthy? November was a phenomenal month and possibly our best month ever. As the year enters the last month I begin to...