Market Commentaries

We offer our clients regular access to timely educational tools. Take a look at the wealth of resources available to you.

  • Wealth Matters Webcast – valuable insights and expertise directly from the portfolio managers and an informative wealth planning presentation by our wealth planning experts.
  • Wealth Matters Summary –  Highlights from the Wealth Matters webcast featuring portfolio manager perspectives and valuable insights from our wealth planning experts.
  • Portfolio Construction – tactical maneuvers by portfolio managers
  • The Big Picture – quarterly investment industry summary as well as an overview of the financial markets
  • The Playbook – weekly review and outlook on economic and market trends  
  • Value of Advice - a independent report from The Investment Funds Institute of Canada on what advice means to the financial well-being of Canadians.