Women in the Know

Welcome to Women in the Know

June 6, 2023

Welcome to Women in the Know, a dedicated space on our website for fostering financial understanding and enhancing your wealth management journey. Women in the Know was born from our belief that women deserve strong advocates in all aspects of life, especially financial management.

Like many women, our financial views and strategies are shaped by our experiences. From our first savings accounts to managing personal investments, navigating market fluctuations, to understanding the intricacies of financial planning, our journeys have been as diverse as they have been instructive. They have not only given us first-hand insight into the challenges many women face but have also solidified our commitment to guiding others along their financial paths.

Whether you’re nearing retirement, standing on the foundation of your self-created wealth, or adjusting to new financial realities after a major life change like becoming a caregiver, divorce, or widowhood, we are your partner. We also provide guidance to those interested in socially responsible investing mandates.

We understand that many people harbor financial fears, particularly about running out of money during retirement. As experienced advisors, we understand this concern and are here to help you tackle these fears. Think of us as your trusted crew, providing the reassurance and expertise to navigate your financial journey confidently.

Our goal is to support, educate, and help you make informed financial decisions that will secure your future. Together, we can reshape the narrative around women and wealth, ensuring that every woman is in the know.

Susyn, Patti, and Karen

Your Wagner Investment Management Team

Recent Posts

Summer 2026 Newsletter – The Wagner Investment Management Team

As we move through summer 2026, it’s a great time to take a step back from the headlines and focus on the bigger picture of your financial plan.

Discover how evolving market dynamics are shaping the investing landscape, explore the lessons that Jevons Paradox may offer for energy markets and artificial intelligence, and learn practical ways to support the next generation through homeownership, tax planning, and financial education. Plus, gain valuable estate-planning insights on navigating the transition when children reach adulthood.

Let’s make this summer a season of perspective, preparation, and opportunity – helping you stay focused on your long-term goals while we continue to navigate changing markets together.

June 2026 Market Update – Middle East Tensions, Oil Price Swings, and Easing Energy Concerns

Geopolitical tensions in the Middle East remained a key influence on global markets during June. Developments involving the U.S., Iran, Israel, Gaza, and Lebanon contributed to periods of heightened uncertainty, particularly in energy markets. Concerns surrounding shipping through the Strait of Hormuz, a key global oil transit route, led to temporary increases in oil prices during the month. However, as tensions eased, oil prices retreated approximately 30 per cent from their June 3 intraday high, ending the month near where they finished in late February.

May 2026 Market Update – Strong Equity Gains, Oil Volatility, and Persistent Inflation Signals

Just prior to the start of May, the Bank of Canada, the U.S. Federal Reserve, and the European Central Bank all maintained their policy interest rates as inflationary pressures associated with higher energy prices continued to emerge.

April 2026 Market Update – Easing Volatility, Oil‑Driven Inflation Pressures, and Central Bank Policy Pause

Market performance in April occurred despite ongoing geopolitical uncertainty and elevated investor concerns surrounding global events. North American equity indexes rose between 3.5 percent and 15 percent during the month, bringing major U.S. indexes back into positive territory on a year-to-date basis. The TSX and NASDAQ both posted year-to-date gains of approximately 7.1 percent.

March 2026 Market Update – Heightened Geopolitical Risk, Energy‑Led Volatility, and Shifting Rate Expectations

Market movements in March were heavily influenced by geopolitical developments following military conflict involving the United States and Iran that began at the end of February. Military action began prior to the opening of trading on March 2 and continued through the month. During the first three weeks of March, North American equity indexes declined between approximately 4.5 and 9 per cent.

Markets reacted quickly at the beginning of March. Gold and oil prices rose sharply on the first trading day of the month. North American equity markets were relatively flat on March 2 before declining at the open the following day.

The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor.