Podcast

What’s Your Financial Plan?

Will Simpson and Greg Wise

May 30, 2025

It’s your roadmap to financial freedom and independence.

Greg and I discuss the importance of your financial, wealth and retirement plan.

Markets ran positively this week, with the S&P 500 and Nasdaq both gaining 2.0% in CAD terms. The TSX rose 1.0%, led by strength in Real Estate and Consumer Staples, while U.S. sectors saw a broad lift with Real Estate and Tech at the front. Most major global indices finished higher as well, with the MSCI World up 2.1%. Meanwhile, Emerging Markets lagged behind, but they were still positive overall. 

Even though it was a short week in the U.S, the week wasn’t short on noise, with President Trump back in the headlines. Elon Musk stepped down from his government advisory role, and a federal court partially struck down Trump’s use of emergency tariff powers, although an appeal quickly paused the decision. Markets largely ignored the drama and carried on, treating it as background noise rather than market-moving news.

Meanwhile, under the surface, sentiment has been improving. U.S. consumer confidence rebounded sharply, and economic growth continues to show signs of resilience. Even in Canada, Q1 GDP topped expectations, and inflation pressures have cooled, at least for now.

Please reach out if you have any questions or would like to discuss your investment portfolio, wealth plan or financial future.

If you have any family or friends that we may be able to help, we are here as a resource. We are here working for you.

We want you to be wealthy. We want you to feel wealthy.

We want you to Realize Your Wealth™.

Best,

Will Simpson, CIM
President, Chief Investment Officer & Portfolio Manager