May 2025 Market Update

Following a difficult month of April, due to tariff induced panic, the S&P500 recovered nicely in May, surging 6.15%. This was the best performance for US stocks in the month of May since May 1990. Canadian stocks as measured by the S&P TSX rebounded nicely in May as well, rising 5.37% during the month. Equity markets in Europe and Asia were broadly positive as well, rising low single digits throughout the month.

As always, if you have any questions, please do not hesitate to reach out to any of us.

Real Estate vs Financial Investing

Which is better—real estate or investing in the financial markets? The truth is, it depends on you. Each serves a different purpose and aligns with different financial goals. Many Canadians build equity in their homes and invest in the market for diversification and long-term growth.

If you have any questions, we’d be happy to help you compare whether investing in the real estate market or the financial market makes more sense for your long-term financial plan.

Real Estate vs Financial Investing

While both real estate and financial investments come with distinct advantages and disadvantages, determining which is most suitable for retirees requires careful consideration. As retirement approaches, it may be prudent to reevaluate your real estate investment strategy in light of your evolving financial goals and risk tolerance

Source: AdvisorStream

Should I Consider Estate Planning? 

It’s easy to wonder about the value of planning for the future—especially when we won’t be here to see it. However, having a well-thought-out estate plan is one of the most meaningful and considerate steps you can take for the people you care about. If you're unsure whether to create an estate plan, here are a few important factors to consider.

Source: AdvisorStream 

 The New Canadian Disability Benefit

Applications for the new Canada Disability Benefit (CDB) opened on June 20th last week. Here is what you need to know about the new disability benefit. 

Source: AdvisorStream

TFSA Confusion

A Tax-Free Savings Account (TFSA) is a powerful tool for building wealth, but many people still have misconceptions and confusion about how it works. Here are some of the most common myths and questions surrounding TFSAs.

Source: AdvisorStream