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News & commentary

Managing your Mortgage in Today’s Rising Rate Environment 

Managing your Mortgage in Today’s Rising Rate Environment  What’s happening with mortgage rates?   On July 13, the Bank of Canada raised its benchmark interest rate by a full percentage point – the biggest hike since 1998 – in an attempt to cool off inflation, taking the rate to 2.5%.  Major Canadian banks promptly raised their […]

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July 2022 Portfolio Management Team Update  

July 2022 Portfolio Management Team Update   By Elvis Picardo, CFA, CIM, Portfolio Manager, iA Private Wealth July 15, 2022 Market & Economic Environment  Global equity indices plunged in June, capping an exceptionally challenging first half of the year, as recession concerns escalated amid softening economic data and tighter monetary policy.  The TSX Composite tumbled 9.0% […]

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Model Portfolio Update 2022 First Half Review

The first half of 2022 was an exceptionally challenging period, as stocks and bonds plunged amid concerns about inflation, recession and rising interest rates. Our attached Model Portfolio Update reviews market and portfolio developments in the first half, and updates our outlook for the remainder of 2022. Model Portfolio Update 2022 First Half Review

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In the news…

The Luft Financial Team has won a 2022 5-Star Top Teams Award by 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