Historic Start to 2022
We trust you are well and enjoying the kick off to summer! Hopefully you will make some time to get out and enjoy the sun and to seek out some...
Read MoreFebruary Market Update
Supply chain chaos, high inflation, geopolitical tensions and anticipation on when the Fed would raise rates contributed to volatility in January. Here’s a summary of the notable events that steered...
Read MoreFall Market Update
It has now been more than six months since the World Health Organization declared the global COVID-19 pandemic, upending our home and working lives. As the initial wave of infections...
Read MoreWealth Matters August 5th 2020
Wealth Matters – Wednesday, August 5 at 1 p.m. EDT We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. This session will be...
Read MoreWealth Matters Webcast – June 3 2020
This session will be hosted by Damon Sutherland, Senior Vice-President at Assante Private Client and will feature Laurel Durkay, Senior Vice-President and Portfolio Manager at Cohen & Steers Inc. Laurel...
Read MorePortfolio Construction Newsletter – May 2020
May’s addition of the Portfolio Construction newsletter is titled “The Covid-19 Pandemic – Where Are We Now?”. Written by one of our lead portfolio managers Alfred Lam he digs into...
Read MoreI hope that all is well with you and your family as we move into warmer weather and the gradual easing of lockdown restrictions. Below you will find a summary...
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