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June 2024 Portfolio Management Team Update

June 2024 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth June 25, 2024 Market Review Global equities rebounded in May from the previous month’s decline that had interrupted five straight months of gains. While the TSX Composite reached an intra-day record high of 22,554.98 on May 21, continued […]

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May 2024 Portfolio Management Team Update

May 2024 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth May 17, 2024 Market Review Global equities fell in April after five straight months of gains, as concerns about sticky inflation and receding optimism about interest rate cuts by the Federal Reserve sapped investor sentiment. However, markets have […]

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April 2024 Portfolio Management Team Update

April 2024 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth April 10, 2024 Market Review Global equities advanced for the fifth straight month in March, capping a stellar quarter for stocks and enabling the MSCI All-Country World Index to post a record high on the last trading day […]

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In the news…

The Luft Financial Team has won a 2023 5-Star Top Teams Award by Wealth Professional Magazine!

Wealth Professional Magazine

Robert Luft has once again been honoured with the prestigious award of being listed in Wealth Professional’s Top 50 Advisors for 2023!

Wealth Professional’s Top 50 Advisors 2023

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