News & commentary

Equities continued to power ahead in June, as the TSX Composite traded over 20,000 for the first time and the S&P 500 capped its second-best performance in the first half of a year since 1998. The TSX advanced 2.2% last month, led by outsized gains in the technology sector (+18.2%); the energy sector rose 5.8% […]

Insurance for children may seem odd at first glance, but if you look closer, you may find a few great reasons to consider it. First, approval for a Critical Illness insurance policy is, in part, underwritten based on family medical history. If you get sick, your children may not be able to get approved for […]

Why do I need a Will? If you’re like most people, you probably don’t like thinking about your mortality. It’s never a pleasant subject, but it is an important, and often overlooked, tool that should be included in your financial plan. What is a Will? Think of a Will as being your voice from beyond […]

Market & Economic Environment The TSX Composite reached a new record high in May, boosted by its substantial weighting in cyclical sectors, while U.S. indices traded sideways in the month. The index gained 3.3% last month, reaching an intra-day record level of 19,914.01 on May 31. The Canadian benchmark’s gains for the month were led […]

The TSX Composite and U.S. indices reached new highs in April, buoyed by strong economic data and progress on the Covid-19 vaccination rollout. The Canadian economy expanded in March for the 11th straight month, while U.S. GDP accelerated to a 6.4% annual rate in the first quarter as personal consumption – the biggest part of […]

As interest rates have continued to fall over the past few years, Canadians have continued to help themselves to more and more borrowed money. Household debt levels continue to climb, and yet many Canadians continue to leave some of this debt uninsured. This can potentially leave their family(ies) and financial plans at risk. Nobody wants […]