Posts by lindsay

Top 10 Portfolio Positions

June 20, 2025 — Breaking down what’s been driving our portfolio and performance this year.

Rising Geopolitical Risks

June 13, 2025 — We discuss how the recent geopolitical events in the Middle East have impacted markets.

Trump’s ‘Big Beautiful Bill’

June 6, 2025 — We discuss the current state of the markets and how Trump’s “Big Beautiful Bill” is impacting Canadian investors.

What’s Your Financial Plan?

May 30, 2025 — Our weekly market update, plus we discuss the importance of your financial, wealth and retirement plan.

Putting Market Moves Into Perspective

May 26, 2025 —It’s been a tough week across the board. We break down the latest reports.