News & Commentary

Save for Your Children and Yourself Using the Same Dollar As we near the end of another school year, many Canadian children will be graduating and moving into a post-secondary school/program in the fall. The children may or may not have a savings plan to help fund this education, and with the cost of everything […]

June 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM®, Portfolio Manager, iA Private Wealth June 27, 2022 Market & Economic Environment The TSX traded marginally lower in May, while the S&P 500 and Dow Jones Industrial Average were virtually unchanged over the month as a late surge erased earlier losses. The TSX Composite […]

Save for Retirement or Pay off Debt? With inflation at 30-year highs, and interest rates increasing for the first time in decades to combat this inflation, you may find that your hard earned money isn’t going as far these days. For anybody that is trying to save for retirement while still paying off debt (whether […]

May 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM®, Portfolio Manager, iA Private Wealth May 24, 2022 Market & Economic Environment North American stock indices plunged in April, beset by concerns about a potential recession, as equities resumed their downtrend after a brief hiatus in March. The TSX Composite fell 5.2% last month, […]

Pay Yourself First – A different way to look at budgeting For most people, budgeting can be one of the most arduous tasks on the “to do” list. We generally try to go through our monthly expenses with a fine-tooth comb to make sure that we don’t spend too much on life, so that we […]

April 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM®, Portfolio Manager, iA Private Wealth April 22, 2022 Market & Economic Environment Stock indices posted unexpected gains in March to pare part of the declines from the preceding two months in a tumultuous quarter. The TSX Composite’s 3.6% advance in March resulted in an […]