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News & commentary

November 2022 Portfolio Management Team Update

November 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth November 29, 2022 Market Review Global equities staged an unexpected rally in October for the second time in four months, as investors shrugged off concerns about inflation and rising interest rates, as well as a near-meltdown in UK government […]

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October 2022 Portfolio Management Team Update

October 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth October 25, 2022 Market Review and Economic Environment Global equities plunged in September on escalating concerns about a recession arising from central banks’ attempts to quell inflation through rapid interest rate hikes. The Federal Reserve raised its benchmark interest […]

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September 2022 Portfolio Management Team Update

September 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth September 15, 2022 Market Review and Economic Environment The summer rally that had enabled U.S. indices to claw back half their 2022 losses by mid-August came to a grinding halt in the second half of the month (Figure 1). […]

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In the news…

Robert Luft has once again been voted one of Canada’s Top Wealth Advisors, by SHOOK Research and The Globe and Mail!

Globe & Mail Canada’s Top Wealth Advisors

The Luft Financial Team has won a 2022 5-Star Top Teams Award by Wealth Professional Magazine!

Wealth Professional Magazine

Wealth Professional Magazine

Elvis Picardo is featured in a 2022 Reuters article!

Reuters

Robert Luft has been recognized as one of Canada’s Top Wealth Advisors by Globe & Mail 2021!

Globe & Mail Canada’s Top Wealth Advisors

The Luft Financial Team has won a 2021 5-Star Top Teams Award by Wealth Professional Magazine!

Wealth Professional Magazine

Robert Luft makes his 6th consecutive appearance on the Top 50 Advisors list in Wealth Professional Magazine!

Wealth Professional Magazine