Read, Listen & Watch

Gold Seal Monthly Review 2025 Tax season reminder: Final tax slips are not available until April 1. See more information in Mallory’s Memo below. Geopolitical update: What it means for markets and your portfolio There’s been a noticeable shift in tone coming out of the Middle East over the past week. While headlines remain tense

Gold Seal Monthly Review Patience is easy in theory. Harder in practice. Especially when markets are strong, headlines are loud, and artificial intelligence (AI) is rewriting the investment narrative in real time. This month’s edition draws directly from the CFA Society Okanagan Forecast Dinner, where Ryan once again had the

Gold Seal 2025 Review ‘Twas the night before Christmas, and markets looked worn, From a year where each morning brought noise by the horn. The headlines were loud, the forecasts were sure, Yet portfolios survived by doing far less, not more.   The year opened loudly with ballots now cast,

Gold Seal Monthly Review “The future does not come in forecasts or headlines. It arrives in how we respond to the uncertainty between them.” The Budget That Passed and the Questions It Leaves Behind With the passage of the 2025 federal budget on November 17 after the razor-thin 170-168 House

We rode for more than just the challenge. We rode to raise funds for youth programs and underserved communities through the Willis Family Foundation.

Most of our recent updates have focused on trade, tariffs, and the increasingly entangled dance between fiscal and monetary policy. But this month, we’re taking a step back from all of that-not to ignore those themes, but to shine a light on something equally consequential: the acceleration of generative Artificial Intelligence (AI), and how it’s beginning to shape the investment landscape in ways that are both exciting and deeply uncomfortable.

We were supposed to be talking about financial technology this month. That was the plan. A deep dive into how artificial intelligence (AI), automation, and blockchain are reshaping financial markets, and how that ties into a strategy we’re launching. But, tariffs have interrupted everything. When a policy shift disrupts global trade, drives inflation, forces central banks into action, and has the potential to realign capital flows across the world, we shift gears. So, here we are, and Ryan will save his Silicon Valley roleplay for later in the month.

Much has transpired in North America since we released our traditional, playful holiday poem and at this rate, we may not be able to lose a month on lighthearted coverage. By the time this newsletter is published, it’s likely that another executive order, artificial intelligence (AI) breakthrough, government resignation, prorogation, tariff, or other market-moving development has emerged—somehow still managing to be absent from our 2025 bingo card. Among the latest disruptions, President Donald Trump’s tariffs on Canadian goods have created a new economic landscape, one that demands strategic adjustments rather than reactionary panic.

On Monday, Prime Minister Justin Trudeau resigned, and Parliament was prorogued. As a result, all Parliamentary activities, including committee sittings, have been terminated. All bills and motions before the House effectively “die on the Order Paper”.

T’was the night before rate cuts, and all through the street,
The markets were hoping for Powell’s retreat.

Bonds were hung by portfolios with care,
In hopes that soft landings soon would be there.

Investors were nestled, snug with their gains,
While Nvidia’s profits soared up like planes.

Has anyone ever seen a sequel that was better than the original? Let’s take a closer look at this yearend “blockbuster”. With former President Donald Trump’s recent re-election, the U.S. faces new economic priorities that could impact financial markets, everyday expenses, and long-term investments.

To our valued clients, we are trying something a little different this month. We have offered our market update in two formats – video or editorial. Please review both options below and let us know which one you prefer using