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Executor’s Handbook
This handbook provides a solid overview of estate settlement procedures. It is not a substitute for the advice of legal counsel.
Dynamic Fund
Oct 11, 20221 min read


Market Update Q2 2022
Market Update - How to survive a bear attack
Sunil Heda
Jul 15, 20222 min read


Market Update Q1 2022
Global markets struggled in Q1 due to Ukraine conflict and Fed interest rate hike. However, positive returns are expected in the future.
Sunil Heda
Apr 1, 20222 min read


Market Update Feb. 2022
Global stocks fell as Putin ordered an attack on Ukraine. Markets down 10% this year. Investors should focus on Fed policy and ignore short-
Sunil Heda
Mar 1, 20223 min read


Market Update Q4 2021
Equity markets faced detours but ultimately reached their destination, with strong gains in 2021 despite pandemic-related setbacks.
Sunil Heda
Jan 1, 20222 min read


Market Update Q3 2021
Equity markets rally continues, led by Canada, U.S., and Europe, but emerging markets struggle.
Sunil Heda
Oct 1, 20212 min read


Market Update Q2 2021
Equity markets remain optimistic as the global economy recovers, supported by vaccine distribution and stronger consumption.
Sunil Heda
Jul 1, 20212 min read


Market Update Q1 2021
Despite the pandemic's one-year anniversary, equity markets performed well in the first quarter of 2021, with all showing growth.
Sunil Heda
Apr 1, 20212 min read


Market Update for Year Of 2020
2020 was a year of historic events, including the pandemic and economic crisis, but markets rebounded beyond expectations.
Sunil Heda
Jan 2, 20212 min read


Market Update Q4 2020
Strong rebound for Canadian and US equity markets in Q3, with international equities also rallying.
Sunil Heda
Jan 1, 20212 min read


Market Update Q2 2020
Market recovery after COVID-19: Focus on long-term goals, avoid emotional decisions, consider regular investing,take advantage of potential
Sunil Heda
Jul 1, 20202 min read


Market Update Q1 2020
Global equity markets traded sideways slowing global economy, geopolitical tensions in the Middle East, & US-China trade tenshions
Sunil Heda
Apr 1, 20203 min read


Market Update Q3 2019
Global markets had modest Q3 returns due to a slowing economy, geopolitical tensions in the Middle East, and US-China trade tensions.
Sunil Heda
Nov 1, 20193 min read


Market Update Q2 2019
Global markets are marching higher despite slowing economic growth. Central banks are discussing interest rate cuts to provide monetary stim
Sunil Heda
Jul 1, 20193 min read


Market Update Q1 2019
It was a challenging year for market returns. 2018 was the weakest year for global markets since the great financial crisis in 2008.
Sunil Heda
May 1, 20193 min read
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