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September 2023 Portfolio Management Team Update

September 2023 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth September 20, 2023 Market Review  Global equities retreated in August, after posting their best performance in the first seven months of a year since 2009, as uncertainty about the future trajectory of interest rates – fueled by stubbornly high […]

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August 2023 Portfolio Management Team Update

August 2023 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth August 15, 2023 Market Review Global equity indices added to their solid first-half gains in July on optimism about slowing global inflation and a potential end to the Federal Reserve’s interest rate hikes. The MSCI World Index’s 16.2% YTD […]

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July 2023 Portfolio Management Team Update

July 2023 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth July 26, 2023 Market Review Global equity indices rebounded in June, as economic data that suggested resilience in the U.S. economy raised investors’ hopes for a “soft landing” (which is defined as a slowdown in economic growth that avoids […]

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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