June Market Insights: America at 250
America reaches its 250th anniversary not as a fallen hegemon, but as the dominant centre of global hard power, monetary power, and frontier innovation. It still sits astride the world’s resource base through energy, agriculture, and continental depth; it still issues the reserve currency at the core of global trade and finance; and it still leads the race to build artificial intelligence (AI) as the next digital platform.
May Market Insights: Mastery and the Terror Premium
Winston Churchill, as first lord of the Admiralty, tied Britain’s fate to Persian oil. United States President Donald Trump’s war in Iran, centred on Operation Epic Fury, could do the same for the West by removing Iran’s nuclear shadow, resetting oil toward US$60, and finally unlocking a modern peace dividend.
RESP 101 – A Smarter Way to Save for Education
A Registered Education Savings Plan (RESP) is a tax‑advantaged account that helps families save for a child’s post‑secondary education. Anyone with a valid SIN can open one, and the funds may be used for university, college, trade school, CEGEPs, or apprenticeship programs.
April Market Insights: Bretton Woods 2.0, the New Great Game, and Trump
U.S. President Donald Trump’s second term is not just another burst of tariff theatre; it is the opening move in a new great game over energy, artificial intelligence (AI), and money. By neutralizing Iran and Venezuela, squeezing Cuba, binding Canada, and courting Russia, Washington is trying to re-anchor oil in U.S. dollars and push BRICS’ [1] monetary ambitions to the margins.
March Market Insights: There is no Bronze Medal
“There’s only two cultures that are going to win in the next year. It’s going to be us or China.” The subtext of Palantir CEO Alex Karp’s widely cited speech from late 2025 sounds like tech‑bro theatre until you reflect on it. In artificial intelligence, there is no bronze medal. There will be a hegemon and a runner‑up. Everyone else will be a client.
February Market Insights: Fortress America and the Colony Next Door
Historians are likely to regard Donald Trump’s presidency as a pivot—as significant as any in U.S. history comparable to the Jacksonian turn, the New Deal, or the Reagan Revolution. Yet Wall Street remains strangely somnolent, pricing in neither the durability nor the depth of what is unfolding. The Trump Doctrine should be seen as equal to—not subordinate to—the Monroe Doctrine, the 1823 U.S. policy that warned European powers against further colonization or interference in the Western Hemisphere. It represents a new organizing framework for U.S. power that blends hard power, economic nationalism, and pro-growth domestic policy
January Market Insights: The 2026 Market Forecast
History does not move in straight lines. Markets ricochet between excess and restraint in violent cycles, a truth American economist Peter Bernstein hammered home and one investors are again being forced to relearn. The foundation for the 2026 investment thesis is that with interest payments on U.S. debt now exceeding annual defense spending, the fiscal constraint has become too binding to ignore, and structural adjustment is no longer optional. We have no choice but to adjust; the system is in a state of flux.
Investment Insight – Winter 2026 Edition
In this edition, we reflect on long-term investing lessons inspired by Warren Buffett’s legacy, share our outlook on equity markets and earnings growth, highlight why estate planning should be a priority heading into 2026, and address timely topics such as RRSP planning, the “K-shaped” economy, and key takeaways from Canada’s 2025 federal budget.
December Market Insights: 2026 and the King Dollar Revival
Rumors of the U.S. dollar’s decline are as persistent as they are exaggerated. In 2025, one fact stands out: The global U.S. dollar system—“King Dollar”[1]—is not vanishing. The financial, legal, and institutional architecture that makes the dollar the world’s indispensable currency remains at the heart of global finance.
Highlights from the Federal Budget 2025
How will #Budget2025 impact Canadians? With the introduction of several new tax measures, our team breaks down the highlights for advisors and clients