Independent Canadian Wealth Management · Est. 1991

The S&P 500’s Uneven Surge: Mag7 and the other 493 stocks

As the US stock market navigates a remarkable bull run fueled by tech giants, the road ahead presents both opportunities and serious challenges that could reshape its trajectory. The United States stock market – the S&P 500 – is at a crossroads after coming off a bull run marked by back-to-back years of  > 20% […]
February 7, 2025

Market Commentary – Winter 2024

This week, our investment team caps off 2024 with the publication of our market commentary. Hear directly from our experts on how the markets performed in the last quarter of 2024.
January 30, 2025

Understanding Canadian Tax Residency

Determining tax residency is a key aspect of Canadian taxation. Here, we explore the factors that consider when establishing tax residency.
August 11, 2023