The good start to 2024 continued for investors in February as equities had another positive month and Q4 2023 earnings season has been strong. Read the February 2024 Market Commentary here. Here’s a summary of the main events that steered the markets. Monthly market developments Despite dipping mid-month on a higher than hoped January U.S. […]
When looking at your financial health, net worth isn’t just a term—it’s a compass guiding you towards wealth optimization. It is more than mere numbers on a balance sheet, it represents a strategic tool to make informed financial decisions. This comprehensive exploration of net worth is not about simplistic arithmetic; it’s about understanding a concept […]
After the holiday season rally, the forecast was for a performance hangover in January, but it ended up being “steady as she goes” for investors. Here’s a summary of the main events that steered the markets. Monthly market developments Despite dipping at the end January after the Fed signaled rate cuts aren’t imminent, U.S., Canadian […]
The beginning and the end of 2023 were like night and day for investors. The year started with trepidation after a turbulent 2022, but ended with optimism as inflation eased and equities posted handsome returns. Equities and bonds This was a comeback year as U.S., Canadian and global equities achieved double-digit gains. U.S. stocks in […]
By: Alfred Lam, MBA, CFA, Senior Vice-President, Co-Head of Multi-Asset Vice-President, Investment Strategy CI GAM Portfolio Management and; Richard J. Wylie, MA, CFA, Vice-President, Investment StrategyCI GAM Portfolio Management CI Assante Wealth Management What will happen to interest rates in 2024? Bank of Canada extends “pause” As can be seen in the graph above, the […]
Interest rates, inflation and a slowing economy were top of mind for investors in September as the month and third quarter ended on a low note. Read the September 2023 Market Commentary here. Here’s a summary of the main events that steered the markets: Monthly market developments Equity markets dipped for the second straight month […]
August has historically been a weak-performing month for investors and it once again lived up to its reputation. Read the August 2023 Market Commentary here. Here’s a summary of the main events that steered the markets: Monthly Market Commentary Equity markets ended August lower but remain up year to date. U.S. indexes were pulled down […]
As people approach retirement, one of their biggest concerns is reducing taxes in their golden years. Strategic planning of how Registered Retirement Income Fund (RRIF) accounts are liquidated during retirement can be a great way to minimize taxes. In this article, we will explore how converting RRSP to RRIF accounts and withdrawing minimum annual payments […]
The 2023 recovery continued in June. Read the June 2023 Market Commentary here. Here’s a summary of the notable events that steered the markets. Monthly market developments U.S., Canadian and global equities ended the month, quarter and first half of 2023 in positive territory. Technology was again the leading sector with the Nasdaq logging its […]
We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. This session will be hosted by Gordon Gouinlock, Senior Vice-President, Sales and Wealth Services, and will feature Brent Steele, Vice-President, Wealth Planning. In this webcast, Brent will discuss: How does the new First Home Savings Account (FHSA) work? What […]
