Analysis, insights and
research from Louisbourg.
Investment perspectives from our team of advisors, portfolio managers, and analysts.
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…
Market Commentary – Winter 2024
This week, our investment team caps off 2024 with the publication of our market commentary. Hear directly from our experts…
Start the New Year Right With These Financial Planning Tips
A resolution to improve your financial health pays dividends for years to come. It’s a gift to your future self,…
Investment Asset Mix: Why Now Is the Time to Review, Not React
The recent U.S. presidential election has captured global attention, with many Canadians wondering how the outcome might influence their investment…
Donor-Advised Funds (DAFs) and Charitable Giving Strategies
The Donor-Advised Fund is a vehicle that allows individuals to make a charitable contribution, receive a tax credit, and then…
Navigating The First Home Savings Account
With rising Canadian home prices and declining affordability, the FHSA offers a new way for prospective home buyers to save…
Comparing GICs to Traditional Investing
The most important thing to keep in mind when considering investing your savings is flexibility.
Plan for these risks in retirement
Planning for retirement is much more than making a financial projection with an online calculator.
Understanding Canadian Tax Residency
Determining tax residency is a key aspect of Canadian taxation. Here, we explore the factors that consider when establishing tax…
Potential U.S. Tax for Canadians Upon Death
Here’s how death can trigger U.S. taxation for Canadian residents who are not U.S. citizens.