Wealth Management Insights

Dollars and Sense

Live Intentionally. Be Unstoppable.
Explore Personal CFO insights on financial planning and wealth management.

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Monthly Market Update - November 2021

December 2, 2021
Last Month in the Markets – November 1st – 30th,2021: November did not deliver the results that equity investors had hoped. There were three main contributors to the damage equity markets saw this month:

Monthly Market Update - October 2021

November 1, 2021
Last Month in the Markets - October 1st - 29th, 2021: October was kind to most investors. Equity indices rose steadily, with most indices seeing gains ranging from 5% to 7%.

Monthly Market Update - September 2021

October 4, 2021
Last Month in the Markets – September 1st – 30th, 2021: It was a difficult period for equities in North America and around the world last month. 

Monthly Market Update - August 2021

September 2, 2021
Last Month in the Markets – August 2nd – 31st, 2021: Overall it was a positive month for most Canadian investors. The broad-based North American equity indices rose, as did the All-Country World Index (ACWI), above.

Monthly Market Update - July 2021

August 3, 2021
Last Month in the Markets – July 1st – 30th, 2021: The first month in the second half of 2021 has concluded. Overall the results were a continuation of the solid performance shown in preceding six months.

Federal Budget 2021

April 21, 2021
On Monday, April 19th the governing Liberals tabled the latest federal government budget. It was overdue by about two years but has finally been tabled by Finance Minister, Chrystia Freeland, for debate in parliament.