March Market Insights: From Trump’s Demands to Canada’s Destiny
Bismarck’s 19th-century declaration about the changing realities of geopolitics resonates today as the global economic order undergoes seismic shifts. For decades, Canada and the U.S. have shared a mutually beneficial trade relationship, underpinned by the post-Second World War framework of free trade agreements and multilateral cooperation.
Meet Mark Bishop
Mark Bishop, one of our esteemed financial advisors, was recently featured in Boulevard Magazine! We invite you to read the full feature and get to know more about Mark’s story, philosophy, and the values that drive his work and life.
February Market Insights: From Extremes To Centre
In today’s politically charged atmosphere, it can feel as though standing for anything less than radical extremes invites scorn. As we entered 2025, a surprising emergence of centrist economic policies is reshaping our political discourse, defying party lines and pushing back against the extremes that have dominated the conversation.
Federal Government Defers Capital Gains Inclusion Rate Increase to 2026
The Minister of Finance and Intergovernmental Affairs, Dominic LeBlanc, announced that the federal government will postpone the implementation of the proposed increase to the capital gains inclusion rate—from one-half to two-thirds. Originally set to take effect on June 25, 2024, the new proposed implementation date is now January 1, 2026.
2025 Market Insights Webinar
We are excited to share our recent conversation with Dr. James Thorne, Chief Market Strategist at Wellington-Altus Private Wealth. In this brief session, we review financial markets performance in 2024 and share expert insights and forecasts for 2025. Gain valuable perspectives on global economies, investment strategies, and market opportunities.
Prorogation Purgatory: What Parliament’s Shutdown Means for Proposed Tax Changes
On January 6, 2025, Prime Minister Justin Trudeau resigned, effective upon selection of a new leader of the Liberal Party of Canada and requested that Parliament be prorogued. The Governor General consented to the request, terminating all parliamentary activities until March 24.
January Market Insights: The Digital Gold Rush
In our fast-paced world, we often overlook the long arc of evolution. With a new administration set to take control in Washington, it’s timely to reflect on the evolution of the U.S. dollar.
2024 Fall Economic Statement
On December 16, 2024, amid a tumultuous day at Parliament Hill, the Federal Government released its heavily delayed 2024 Fall Economic Statement (FES 2024).
December Market Insights: A Year In Review
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 economy stand out as defining characteristics. Throughout this period, a bullish outlook has been maintained, often swimming against the tide of mainstream opinion.