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Articles & Insights


What a year!

2020 will go down as one for the history books. The first reports of a mysterious virus quickly turned into a pandemic, global shutdown, and the worst economic crisis since the Great Depression. And yet, by the end of the year, markets had recovered beyond expectations.

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The 60/40 Portfolio Is Alive and Well

In a year when investors questioned whether a traditional mix of stocks and bonds, the so-called 60/40 portfolio, is obsolete, the closely watched benchmark for the strategy delivered 11% returns as of 15 December.

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Why financial markets shouldn't fear inflation

Warnings of upcoming inflation risks are eerily similar to previous false alarms in the last decade. As Democrats come closer to a “Blue Wave” following their surprise victories in the Georgia runoff elections, markets have become increasingly concerned about the prospect of larger fiscal stimulus and infrastructure programs stoking inflation and steepening the yield curve.

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Insurance checklist

What you should know before talking to your advisor about life insurance. Solutions For Financial Planning, Winter 2020

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Market Update: Q3 2020

It has now been more than six months since the World Health Organization declared the global COVID-19 pandemic, upending our home and working lives. As the initial wave of infections subsided and the spread of the virus stabilized through the summer months in most parts of Canada, we adapted to the “new normal.” Heading into the fall, infection rates in some provinces are rising again, raising the possibility of further restrictions to limit the spread of the virus.

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The simple life

Canadians are busy – the demands of work, family life and running a household leave little room for downtime. The quest to have it all and do it all means many people are cramming as much as possible into jam-packed schedules.

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