April Market Insights: Embracing a Multipolar World
April 8, 2025 Unlocking a new golden era for investors “The condition of man … is a condition of war of everyone against everyone;” yet, by the mutual agreement of sovereign powers, peace may be obtained, and the benefits of order secured. – Thomas Hobbes, Leviathan (1651) Download this PDF here. The signing of the […]
March Market Insights: From Trump’s Demands to Canada’s Destiny
March 6, 2025 Charting a new course in a shifting world order “A statesman must wait and listen until he hears the steps of God sounding through events; then leap up and grasp the hem of his garment.” – Otto von Bismarck Download this PDF here. Bismarck’s 19th-century declaration about the changing realities of geopolitics […]
February Market Insights: From Extremes To Centre
February 6, 2025 Charting a New Path for Economics and Investing as Trump Returns and Trudeau Steps Down You have enemies? Why, it is the story of every man who has done a great deed or created a new idea. – Victor Hugo Download this PDF here. The Shifting Political Landscape In today’s politically charged […]
Q4 2024 Quarterly Compass Newsletter
Before we start off this quarter’s Compass, I wanted to share a quick personal update. In mid-November, I suffered a bout with a ruptured appendix which left me in the hospital for the better part of 8 days in very serious condition—thankfully recovery has been swift, and I am feeling like my old […]
January Market Insights: The Digital Gold Rush
January 7, 2025 How Bitcoin Became America’s Unlikely Saviour “If you are going to put a legend on the greenbacks, I would suggest that of Peter and Paul, ‘Silver and gold I have none, but such as I have I give to thee.” – Abraham Lincoln [1] Download this PDF here. In our fast-paced world, we […]
2024 Fall Economic Statement
December 17, 2024 Download this article as a PDF. On December 16, 2024, amid a tumultuous day at Parliament Hill, the Federal Government released its heavily delayed 2024 Fall Economic Statement (FES 2024). Earlier that day, Chrystia Freeland resigned as Deputy Prime Minister and Minister of Finance. In her absence, FES 2024 was tabled, […]
December Market Insights: A Year In Review
December 4, 2024 The Best of Times, the Worst of Times “It was the best of times; it was the worst of times…” – Charles Dickens Download this PDF here. As we reflect on the market journey from late 2023 to the present and look ahead to 2025, the resilience and dynamism of the global […]
U.S. Election Special Market Insights: American System 2.0
November 6, 2024 A Trump Victory – Propelling the U.S. into a New Gilded Age “Let us be brave in the face of hazards. Let us not fear wrongs, or wounds, or bonds, or poverty.” – Lucius Annaeus Seneca Download this PDF here. As the Roman philosopher and statesman Lucius Annaeus Seneca once said: “Yield not to […]
November Market Insights: Money For Nothing
October 31, 2024 The Illusion of Easy Wealth in Today’s Economy “That ain’t workin’ that’s the way you do it; Money for nothing and your chicks for free.” – Dire Straits Download this PDF here. There are moments in life that leave a lasting impression. For me, two significant memories from the 1985 Live Aid […]
Q3 2024 Quarterly Compass Newsletter
I am happy to announce that we have launched our monthly update video! The video will be available shortly after month’s end and will cover a variety of topics. We also had a webinar conversation with Cidel Bank and Trust about the role of corporate executors and representatives (powers of attorney). Both are available on […]