Published: September 24, 2025

With Summer ending, there’s no denying that the season has been rather productive for stock markets, with equities posting gains once again in August, marking the fourth consecutive positive month. However, we should not be under any illusions. Periods of low volatility can never last forever, and September is historically the month with the lowest average returns. Join Harry, David and Kevin for the August Market Update. As always, if you have any questions, please do not hesitate to reach out us.

Published: September 5, 2025

Paying down debt or investing, what’s the smarter move right now? In this video, we break down the pros and cons of each strategy, how interest rates and market conditions affect your decision, and what you should prioritize in today’s environment. If you’re unsure whether you should be focusing on your investments, or your debt repayments, we’re happy to have a conversation with you around what strategy is more appropriate for getting you where you want to go.

Published: August 26, 2025

July marked another strong month for global equity markets, with U.S., Canadian, and international stocks all posting gains. Central banks remained on hold amid economic uncertainty, while new U.S. tariffs added fresh complexity to global trade. Meanwhile, corporate earnings continue to beat expectations, helping support investor sentiment. As always, if you have any questions, please do not hesitate to reach out to Harry, David, or Kevin.

Published: August 6, 2025

May and June saw strong market performance, marking a rebound from the previous two-month downturn. As the 90-day tariff postponements near their end, trade policy is expected to return to the spotlight. We’ll be closely monitoring how tariff and trade negotiations unfold in the coming weeks.

As always, if you have any questions, please do not hesitate to reach out to Harry, David, or Kevin.

Published: July 22, 2025

In this month’s educational video we discussed Lifestyle Creep, what it is, how it occurs, why it’s important to monitor and how to ensure you are protecting your financial goals from it. Lifestyle Creep can sneak up on you and left unchecked, it can rob you of financial progress.

If you have any questions about Lifestyle Creep or would like to assess if its impacting your financial plan, feel free to reach out to Harry, David, or Kevin.

Published: July 10, 2025