News & Resources to keep you well-informed
We have assembled a valuable and varied array of information here to help you become more informed and confident as an investor. Content is updated often, so revisit regularly. As always, if there is anything else you ever need, feel free to let us know.
Calculators
7/15/2020
Markets & Investing
Portfolio Strategy
3/23/2023
Recent developments over the past couple of weeks have been surprising, but not entirely unexpected.
Markets & Investing


Whole loans, interest rates and the current market | John Toohig and Nadeem Kassam
3/20/2023
Listen to our podcast with John Toohig and Nadeem Kassam.
Markets & Investing
Canadian Diversified Financials | Stephen Boland, Equity Research Analyst
3/15/2023
Listen to our podcast with Stephen Boland.
Markets & Investing
Corporate sustainability/ESG | Eric Saarvala, Raymond James Canada Foundation
3/10/2023
Listen to our podcast with Eric Saarvala.
The Advantaged Investor

Insights and Strategies
3/1/2023
To investors’ surprise, the hawkish narrative has resumed, following stronger-than-expected economic releases on both sides of the border for employment, inflation, consumer spending, etc.
Markets & Investing

Head Fixed Income trader | A discussion about fixed income, interest rates and opportunities
2/23/2023
Listen to our podcast with Harvey Libby.
Markets & Investing

A discussion about opportunities in the Canadian energy sector
2/17/2023
Listen to our podcast with Jeremy McCrea.
Markets & Investing
2023 Outlook with our Chief Economist
2/3/2023
Listen to our podcast with Eugenio Aleman.
Markets & Investing
Insights and Strategies
2/1/2023
And just like that, global equities are off to a strong start this year, rallying higher, similar to slingshot bands pulled to their max and then released.
Markets & Investing
2023 Outlook: The Seventh Inning Stretch
1/26/2023
Watch our latest Client Insights webinar.
Markets & Investing