Insights
Explore our latest thinking on today’s most critical issues.
We share our industry expertise on topics to help you make informed decisions when it comes to you financial future
2023 Market Commentary
In 2023, our cautious approach protected client value amidst global market shifts, leading to stability compared to major indices over two years, with our portfolio remaining diversified yet neutral in 2024, prioritizing strong companies and introducing an income-oriented strategy for…
2023 Market Commentary
In 2023, our cautious approach protected client value amidst global market shifts, leading to stability compared to major indices over two years, with our portfolio remaining diversified yet neutral in…
Q3 2023 Market Commentary
Global equities declined over the quarter despite strong gains in the first half of 2023. Government bonds also posted negative returns as the Fed’s “higher for longer” theme started to…
Navigating the New Tax Landscape: Intergenerational Farm Transfers and Bill C-208
Transferring a family farm business to the next generation can be a complex and often emotionally charged endeavour. The introduction of Bill C-208 brought significant changes to the rules governing…
Q2 2023 Market Commentary
Following a strong Q1 performance, global markets continued their upward trend in Q2 2023. The US market led the way, displaying decent performance, while Emerging markets lagged. At a glance…
Everything you need to know about naming a Trusted Contact Person
A Trusted Contact Person is an emergency contact should your financial advisor have concerns about your financial well-being. It’s essential to consider the concept of a Trusted Contact Person when…
Introducing Tall Oak Talks: Your Investing Podcast
Introducing Tall Oak Talks, a podcast where we explore the world of investing. Our aim is to keep our listeners up to date on the latest market trends and economic…