October 2025 Market Update

So far, inflation has not accelerated due to tariffs like many had feared would occur. In fact, inflation has cooled a bit, enabling bond yields to move lower. Lower bond yields mean stock price multiple expansion. Add in some excitement about the growth prospects of AI and that has served as the cherry on top for equity market growth this year so far.

The tone from global central banks has clearly shifted from "tightening to combat inflation" toward "monitoring growth" globally and a trend toward easing interest rate policy. This has benefited equites broadly in 2025.

Join Harry, David and Kevin for our October Market Update. As always, if you have any questions, please do not hesitate to reach out to us.

2025 Federal Budget

Budget 2025 is strategic, focusing on strengthening infrastructure, communities, clean economy, and workforce resilience rather than providing short-term stimulus.

The budget outlines a long-term growth vision for Canada, pairing substantial investments with an emphasis on fiscal discipline and clear strategic direction. 

Join Harry, David and Kevin for our November Educational Video, focusing on the recently released 2025 Federal Budget. As always, if you have any questions, please do not hesitate to reach out to us.

Federal Budget 2025 Overview

It’s been more than 18 months since Budget 2024 was released, and now Budget 2025 has finally arrived. Here’s an overview of what you can expect from this year’s budget.

Source: RBC Global Asset Management Inc.

Financial Hierarchy of Needs for Retirement

Retirement brings new freedom, but it also requires thoughtful planning. By taking a structured approach—focusing on income, protection, savings, and legacy—retirees can enjoy life more and worry less.

Source: AdvisorStream 

 Adjusting To A Retirement Lifestyle 

The last day of work before retirement can feel like an emotional whirlwind. There’s excitement for the freedom ahead, but also a sense of uncertainty. Finding a fulfilling retirement lifestyle takes time, patience, and a little experimentation as you settle into a new rhythm.

Source: AdvisorStream

Common Retirement Planning Traps

Reaching retirement is exciting, but the planning process can come with its own set of hidden pitfalls. Many envision it as a smooth glide into freedom, but the reality is often more complicated. Here are some of the most common retirement planning traps—and what you should do instead to stay on track.

Source: AdvisorStream