Wealth Management Insights

The difficult month for equities began with the announcement of tariffs by Donald Trump on April 2nd. Economic theory and history, should the tariff scheme be implemented as proposed, predicts that the U.S., Canadian and the global economy will likely fall into recession.

The primary purpose of retirement savings is to generate income. The rate of return earned, and the sequence of these rates of return, when withdrawals are made will determine how long a retiree’s portfolio will last.

The amount deposited into a Tax Free Savings Account (TFSA) is subject to a yearly contribution limit.

As the North American society has moved away from employment-based pension plans everyone is responsible to save for their retirement, and Registered Retirement Savings Plan is a fundamental tool to save.

The financial numbers and data you need in one place, summarized and simplified.

The most influential events affecting markets was the inauguration of President Donald Trump and his introduction of tariffs on imports into the United States. Tariffs that were initially described as measures to protect American jobs and security have caused equity markets to reverse their recent success

Equity performance during the second month of 2025 was weak.

Equity performance for the first month of 2025 was strong. The month included the inauguration of the 47th U.S. President, interest rate announcements, inflation and Gross Domestic Product data.

Last Month in the Markets: December 2nd – 31st, 2024 : Last year was productive for equity investors.