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...
Year-End Planning

Year-End Planning

As we are all eager to move into 2021 with new possibilities and moments to be had, this is the perfect time to set your sights on the life you want to be living by the time 2022 rolls around.  We’ve all experienced the New Year’s Resolutions craze, where we set...
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...
The Monthly – September 2020

The Monthly – September 2020

As if 2020 couldn’t get any crazier. The world was basically shut down due to a global pandemic, kids worldwide not attending in-person school, a hot button US election with the chances of the incumbent president likely to reject the results if he loses and now the US...
The Monthly – August 2020

The Monthly – August 2020

We had another phenomenal month in August with the US S&P 500 up 7.0%, the NASDAQ up 9.6% and US industrials were up 8.5% and adjusted for USDCAD currency changes US industrials was up 5.8%. The Canadian TSX was up 2.1% in August. My preference for the US has been...