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 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...
Read MorePortfolio Construction Article – Market Disruptions, Then and Now
Our March addition of the Portfolio Construction news letter is now available by clicking the below link. Generally, stock markets fall dramatically for two reasons; new capital has run dry...
Read MoreWealth Matter Webcast – March 18 2020
Wealth Matters Weekly Market Update Stock markets continue to react to the ongoing uncertainty and governments are making new announcements each day. To keep you and your clients informed, we...
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