February 2025 Market Update

At the time of writing this update on March 4th, Trump’s tariffs on key allies and trading partners, including Canada, have officially been enacted. Equity markets in Canada and the US have reacted negatively to this development. We understand you may have questions about these developments and how it might impact your finances.

As always, we welcome your questions and are always happy to speak or meet with you to discuss them.

Market Volatility

None of us know when the current market instability and uncertainty will cease, but what we do know is that it will. History has continuously shown if investors stay calm and stay the course, they will be rewarded as markets bounce back. Join us as we discuss market volatility and what you should be doing as an investor in todays volatile markets.

As always, if you have any questions about your portfolio or the current state of the markets, please feel free to reach out to us at anytime.

Should Retirees Sell their Stocks and Buy GICs?

In light of the todays volatile markets, it can feel easier to eliminate the stress that your fluctuating stocks can bring. However, maintaining the same exposure to stocks whether they are up or down is often the best and easiest choice. 

Source: AdvisorStream

Avoid these Common Mistakes During Tax Season

With tax season upon us, learn what you can be doing to get yourself organized for tax season this year.

Source: AdvisorStream 

Handling Irregular Income as a Business Owner

Without a traditional paycheck, business owners can be faced with financial fluctuations from month to month. Here are some tips explaining how you can handle irregular income as a business owner.

Source: AdvisorStream

Tax-Smart Approach to Long-Term Savings

Starting your savings early and picking good long-term investments is a key factor to having your wealth grow into something substantial. Tax payers should also consider implementing a  tax-smart approach to their long-term savings.

Source: AdvisorStream