How four advisors are positioning portfolios for the year ahead

Last Month in the Markets – July 2025 – Trade Tensions, Rate Resilience, and Equity Elevation

Equity indexes had a productive month. New all-time highs were reached several times by the TSX, S&P 500 and the NASDAQ. The Dow nearly achieved the same feat. The effects of President Donald Trump’s global trade war have not had significant effects on nations, yet. For major economies the negotiated or imposed tariffs have not been implemented, or have not been in-place long enough, for inflationary, employment and output effects to have materialized.

Three Financial Lessons to Share Before Your Child Leaves Home

As your child prepares to take their next big step, whether they’re heading off to university, college, trade school, or entering the workforce, it’s natural to wonder if they’re truly ready for life on their own. Beyond academic and career planning, one of the most impactful ways you can support them is by helping them build a strong financial foundation. Even simple money lessons, shared at the right time, can have a lasting impact. Here are three essential lessons you can pass along to help them navigate early adulthood with confidence.

Take Five, Ask Two

Pause and Protect: How “Take Five, Ask Two” Can Shield You from Scams Scams are

Last Month in the Markets – June 2025 – Central Bank Chess, Currency Currents, and Sector Shifts

The turmoil and deep drop of April caused by President Donald Trump’s global trade war seems like a distant memory now that a recovery has occurred. Overall, the TSX is leading the North American equity indexes with a solid gain greater than 8.5 per cent this year.

Summer 2025 Newsletter – The Wagner Investment Management Team

As we reach the midpoint of 2025, it’s a great time to pause, reflect, and

Reflections & Resources