As the current economic context raises many questions, we are committed to remaining present and…

Click here to read Diversify Your Assets, Not Your Advisors

Click here to read the July Market Update

A nice note from upper management… Thanks to those who participated in the firm’s recent…

Click here to read about historical client performance           National Bank…

Click here to read the June Market Update

Click here to read the May Market Update

Click here to read the April 2021 Market Update

Canada’s six banks all beat earnings expectations. Markets are consolidating since mid-February after a huge…

Why is it important to contribute? An RRSP can increase your retirement savings in two…

Market volatility, recovery and skewed economic earnings … Click here to read the February Market…

With the tax-filing deadline fast approaching you may be in a rush to file your…

How does a TFSA work? Who Benefits from a TFSA? Is it better to contribute…

Happy New Year! In this update… How markets finished 2020 What do I expect next?…

Seasonally, September and October are often weak months within the calendar and this year was…

Markets, Banks and Energy…. Click here to read the October Market Update  

Notice Canada vs the U.S. (pink)…  This is why you own exposure to the U.S.…

…if you don’t own any technology, you have potentially lagged the market in terms of…

I hope this letter finds you well and that you are enjoying summer despite some…

This week we will start to see the reporting of Q2 earnings …… Click here…

Historical U.S. Stock Market Returns Over Almost 200 Years From 1825-2019, equities have had positive…

 Positive employment and retail sales news as market moves higher ………      …

I thought this was a good economic update provided by Stéfane Marion, Chief Economist and…

Since correcting from Feb 20th and bottoming Mar 23rd the stock market has been resilient….…

History has never kept the stock market down.  It has just provided an occasional ride……

While the stock market has historically been a leading indicator of economic reality, it is…

How Oil Prices Went Subzero: Explaining the COVID-19 Oil Crash How oil prices went negative:…

Broad market indices remain volatile but have recovered from the lows of Mar 23rd…. Click…

One thing is clear from the first index charts for the Canadian and U.S. markets,…

Despite the daily up and down volatility, the S&P 500 has started to retrace… Click…

Video Update – National Bank Head Economist Stefane Marion Click here to watch the video…

Click here to read The Good, the Bad and the Ugly – Market Update

Click here to read Rob’s March 9 2020 Market Update

Rob discusses the current market correction. Click the link below to view his video.

“Rally on the Dow” … Your Market Update Click here to read the February 2020…

The cut-off date for making your 2019 RRSP contribution is March 2, 2020 Click here…

Watch and listen as Rob discusses the current market and its impact. 

Watch and listen as Rob shares the latest updates on the Markets.  Make sure you…

Why a Tax-Free Saving Account (TFSA) Click on the video to watch the TFSA Video…

Since summer, we have witnessed the market consolidating in a sideways, relatively narrow trading range.  At…

Trade war driven August volatility… Your market update.

What happens when one of you dies? (the couple) What happens when the sole survivor…

Q2 earnings season is nearly complete. Earnings were mixed with big wins coming from the…

  National Bank Financial is an indirect wholly-owned subsidiary of National Bank of Canada. The…

Here is what the recent correction looked like, primarily in the last quarter of last…

Markets have recovered most the correction that occurred in the last quarter of 2018, with…

I wanted to share a story with you from Financial Post: Gwyn Morgan: Talk about…

With the tax-filing deadline fast approaching you may be in a rush to file your…

The Canadian (TSX) and the American (S&P 500) bottomed on December 24.  Both markets have…

Having just experienced the longest bull market in history, it has only included two corrections…

The bull market cycle has lasted more than ten years, the longest in history.  Historically,…

Count your US days: The snowbirds sing… and the IRS listens (2018 update) This is…

September and October acted like they often do historically, as “bad market months” within the…

Tax-Free Savings Accounts The Tax-Free Savings Account has been part of the financial landscape of…

Canadian & U.S broad market performance year-to-date. U.S. Estate Tax – and you? U.S. Mid-term…

If you or your kids have a mortgage, it is likely you or they have…

You might be one of my clients with a second property and a mortgage.  We…

Energy, Trade and Politics… Corporate tax cuts ignited the U.S. stock market last year which…

Last Wednesday night, I attended our annual Economic Dinner in Vancouver with Chief Economist Stefane…

How are Canadians faring? With Canadians living longer, how are we doing when it comes…

Finding it difficult to keep up with the seesaw in the market lately? Click here…

It is a lot easier to get income (good dividend yield) in Canada than growth…

10% corrections historically should occur almost every year – however, this is only the second…

The S&P 500 fell more than 5 percent just six trading days after reaching an…

2017: A turnaround year for Canada Considering that the Canadian economy was recently a laggard,…

NBF Economics & Strategy Group - January 15, 2018. If you wish to skip to…

Your 2017 Tax Return – Tax Reporting Information  With the tax-filing deadline fast approaching you…

2017 Markets Summary… Canadian market (TSX) finished 2017 up +5.8%.  American market (SPX) finished 2017 up 19.4% …

Market Update … tale of two countries   In Canada, weakness in commodities held the…

Recently we had a visit from our Chief Economist and I thought I would share…

Market Cycles, Covered Writing, Insurance as an alternative asset, TFSA ….. Click here to read…

Boost investment returns – Click here to read the Fall 2017 – Financial Focus

Many of you have expressed interest in insurance as an alternative investment asset. Life insurance…

Bond market yields moving up / Banks raise mortgage rates / Bank of Canada raises…

As we start what many anticipate to be a fairly positive Q1 earnings season, markets…

Click here to read the Economic Comment  

Most markets around the world are hitting new highs …. Click here to read the March…

BC Delivers fiscal ‘dividend’ ahead of May election Click here to read the BC 2017…

With the tax-filing deadline fast approaching  …  

Happy New Years! Click here to read the Winter 2017 – Financial Focus

Market Update – December 2016 The American Central Bank finally raised interest rates last week…

There are perhaps no better words to describe the drama of a U.S. election night…

Post-election Market Update

According to a widely reported study released by a Canadian investment bank earlier this year,…

View our 2016 Quick Tax tips below, or download as a PDF.

This chart illustrates the current pullback in both the price of oil and the Canadian…

Market Summary Canada down / USA up July – 2016 Canada up / USA (up…