Newsletters

With students of all ages returning to school, we should be reminded of the importance of ensuring our families have the financial means to support a higher education, should they choose. Post-secondary costs continue to rise, and an investment program is a great way for (grand)parents or family members to provide support—and create a legacy.

As we enter the final months of the year, please call if you require any investment assistance. Enjoy the fall colours!

If the spring reinforced anything, it’s that we should expect the unexpected. While uncertainty is always part of the near-term outlook, the next 3.5 years under the current U.S. administration will likely bring continued policy shifts and unpredictability. April’s market events were understandably overwhelming for many—but the rapid sentiment shift serves as a reminder of the importance of discipline in investing.

We remain grateful for your continued trust in our services and hope you take some time to enjoy these fleeting summer months.

The evolving tariff situation has been unsettling for many. We continue to monitor ongoing developments and evaluate the impact on portfolios, maintaining a disciplined approach and the belief that quality companies with solid fundamentals will continue to build wealth over time. We hope this moment sparks positive economic change. Indeed, there may never be a more important time to be “true north, strong and free.”

Despite the challenges, the underlying forces driving progress—resilience, adaptation, innovation—persist over time. Continue looking forward.