Sunil's Blog & Market Update

Stock markets were mixed in February. The S&P/TSX Composite Index had a strong month, driven by strong materials and energy stocks. The MSCI EAFE Index also gained ground, while U.S. stock indexes were generally weaker. Fixed income was generally stronger across the board.

The commercial real estate landscape in 2025 is shaped by structural uncertainty driven by geopolitical tensions, persistent inflation, and an unpredictable interest rate path

The beginning of U.S. and Israeli military operations against Iran prompted swift retaliatory action, which included an attempted drone strike on Qatar’s energy infrastructure. While no damage was recorded, a major liquefied natural gas terminal .

There’s never a better time to start thinking about planning your estate than right now, no matter your age or where you are in your life journey. It can be tough to think about a future without you in it but getting started can be the hardest part. Join this webinar to learn how valuable starting your estate planning can be. We’ll talk about how your estate plan can protect your loved ones, the things you’ve worked so hard to build, and even you.

Do you want to know more about how your savings can help you save money on taxes? Join this webinar to learn practical tax planning tips and strategies. We go over how to avoid tax penalties, maximize deductions, and make the most of your savings.

The United States and Israel’s attack on Iran continues to expand, with both sides striking targets across several countries in the Middle East. What should investors know about the escalating conflict as it continues to evolve?   

Systematic equity investing – using diversified factor exposures including value, quality, growth, and momentum – can provide durable sources of excess return potential and help portfolios weather policy shocks and market volatility.

Do you want to know more about how your savings can help you save money on taxes? Join this webinar to learn practical tax planning tips and strategies. We go over how to avoid tax penalties, maximize deductions, and make the most of your savings.

The rise of private markets has brought new attention to private investment grade (IG) credit, which can offer investors a premium over public IG for giving borrowers customized terms – though that premium comes with certain risks.

Uncertainty remains high, but so are bond yields, leading to attractive opportunities for active investors, Amid continuing volatility in our global economic outlook, we seek to invest in high quality fixed income

The U.S. will charge a 15% tariff rate on the vast majority of EU goods. Key exceptions are steel and aluminium (where the tariff rate will remain at 50%) and aircraft, plus some other goods where the tariff will be zero. Autos, semiconductors, and pharmaceuticals also appear to be subject to the 15% tariff, which is positive given fears of more unfavorable treatment of these sectors.

What is an emergency fund and why should you have one? How much should you save? Join this webinar to learn more and get started.

Prevent & Protect - Online financial fraud is a growing international criminal enterprise. Often it’s committed by sophisticated organized crime networks, with proceeds funding such illegal activities as drugs and weapons trafficking, prostitution and money laundering.1 Fraudsters often pose as legitimate organizations, family members in distress or peddlers of get-rich-quick schemes

This period of volatility is unique in that it is related to a conscious policy decision and style of implementation rather than an exogenous shock. We had expected uncertainty from President Donald Trump’s policies, as he widely telegraphed that resetting global trade would be a key priority. Trump has been a proponent of tariffs and Income since the 1980s, long before he held office. But we, and many others, were surprised by the absolute level of tariffs and the Trump admi

Personal savings, group retirement plans, and income from other sources—navigating through all the available options might be confusing. Join this webinar to learn the basics of how and when to start receiving retirement income

Investors seem more comfortable with the idea of tariffs, but they’re still likely to play a key role in the direction of financial markets as we approach the final stretch of the year.

Government bond yields have been rising across the globe since markets returned to risk-on mode following early April’s surge in market volatility. We explore why the recent yield spike may be transitory and consider the current attractiveness of fixed income relative to other assets on a risk-adjusted basis

You have a goal in mind and you’ve started to save for it. With all the choices available to you, deciding how to invest your savings may seem difficult. Join this webinar to learn the basics of investing and things to think about as you get started.

Happy Holi

There are few financial decisions you’ll ever make that are as impactful—and potentially stressful—as your first home purchase. It’s an experience that blends the excitement of becoming a homeowner with the apprehension of borrowing sums of money that could take decades to pay back.