Stay informed with the latest developments in investment strategies, market trends, and financial planning advice from our team of experienced advisors.
Here's how the investment landscape has evolved this year, with key developments that continue shaping opportunities for Canadian investors.
The federal government confirmed TFSA contribution room increases to $7,000 for 2025. This change affects long-term savings strategies, particularly for investors who've been maximizing their contributions. We've seen clients adjust their portfolio allocations accordingly.
Tech stocks experienced another period of significant price swings, reminding investors about the importance of diversification. Companies like Shopify and BlackBerry saw notable movements, while U.S. tech giants remained influential in Canadian portfolios.
Interest rate adjustments affected bond yields and dividend stock performance. Fixed-income investors needed to reassess their strategies, while dividend-focused portfolios showed resilience during the transition period.
Environmental and social governance funds gained momentum among Canadian investors. We noticed increased interest in sustainable investing options, particularly from younger clients building their first serious portfolios.
Our investment specialists share their perspectives on current market conditions and strategies that can help manage investment anxiety.
Senior Investment Advisor
"The key to overcoming investment fears isn't avoiding risk entirely — it's understanding which risks are worth taking and building a strategy that lets you sleep well at night."
Many investors struggle with fear because they don't fully understand what they're investing in. Our approach focuses on education first — we want clients to feel informed about their choices rather than anxious about market movements.
This year, we've seen how proper planning helps people stay calm during volatile periods. Clients with clear investment plans and emergency funds were less likely to make emotional decisions during market dips.
Stay current with practical investment insights and strategies designed specifically for Canadian investors who want to build wealth while managing their concerns about market uncertainty.
This investment approach can help reduce the emotional stress of timing the market. By investing fixed amounts regularly, you naturally buy more shares when prices are low and fewer when prices are high.
Retirement Planning
Both accounts offer tax advantages, but choosing the right one depends on your current income, retirement plans, and timeline. We break down real scenarios to help you decide.
Having accessible savings reduces investment anxiety because you won't need to sell investments at inconvenient times. We recommend 3-6 months of expenses in high-interest savings accounts.
Market ups and downs are normal, but they can feel overwhelming if you're not prepared. Learn why volatility happens and how it can actually benefit long-term investors.
Traditional 60/40 portfolios might not be enough anymore. Consider REITs, commodities, and international exposure to spread risk across different asset classes and geographic regions.
REITs offer exposure to real estate without the hassles of property management. We examine current opportunities in Canadian commercial and residential property markets.
