Overview In our fourth-quarter 2025 review, we reflect on a year that surprised many investors — particularly in Canada — and highlight what continues to matter most for long-term portfolio
Overview As we wrap up the first quarter of 2025, it’s clear that the market is experiencing a phase of mean reversion. While technology-led U.S. indices such as the S&P
Peter retired in 2014 at age 60 after a nearly 40-year career with a federal crown corporation. Since then, he has enjoyed an annual income of $51,626 from a defined-benefit pension
Should Jim, 66, take advantage of Alberta’s provision to unlock 50 per cent of his locked-in investment retirement account (LIRA) when it converts to a life-income fund (LIF) at age
Executive Summary: Resilience and Recovery in Equity Markets The final quarter of 2023 marked a remarkable period of resilience and recovery for equity markets, especially for fully invested investors. The
Investing more effectively would put her 30% ahead of her goal, instead of 20% behind, and she could retire earlier, too. Anne-Marie* recently sat down with her banking adviser and
Quick Summary Full Summary Introduction Significant market shifts and emerging opportunities have marked the third quarter of this year. Let’s review some of the key stock performances, summarize the prevailing
Let us examine the unintended economic consequences of recent years, discuss the key market developments from the past quarter, and explore the upcoming events that may impact investors. The possibility
Looking Ahead to 2023 After 2022 The year just ended has been a difficult one, as investors navigated a new market reality. There was nowhere to hide in 2022. Europe
Video Review – Short Video Review With Charts & Data – Full Version Executive Summary A Hurt-Filled Quarter, and a View to Better Days Ahead After a rough year to
Short Review Complete Review With Charts & Data Performance Highlights Commentary What a difference from just six months ago! At the end of 2021, everything seemed to be going swimmingly.
A couple we’ll call Tom, 59, and Millie, 52, live in Toronto where they work respectively, in scientific research and accounting. They bring home $16,900 per month. They have one
