2021 Budget Letter

Published by Nicole Rothe on May 31, 2021

On April 19, 2021 Deputy Prime Minister and Minister of Finance Chrystia Freeland delivered the first Federal Budget in more than 2 years. While you’ve probably seen plenty of media coverage, I thought you would appreciate an overview related to your...

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December 2020

Published by Nicole Rothe on Dec 24, 2020

What a year 2020 ended up being. 2020 saw many unforeseen events play out. We saw a global pandemic, lockdowns, major geopolitical disputes, oil conflict, a major election, and vaccine announcements to name a few. We saw a sharp market downturn, followed...

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Client Letter

Published by Nicole Rothe on Oct 29, 2020

Global markets continued their recovery during the summer, followed by a slight pullback in September. In Canada, the S&P/TSX Composite Total Return Index carried on with its strong rebound before stumbling in September, finishing with a return of 4.7%...

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Market update – June 30, 2020

Published by Nicole Rothe on Jul 07, 2020

It has been a while since my last update, and while there has been a lot that has happened in the last few months, there has been a downward trend in overall market volatility. Since March 24th, 2020 we have three months of overall positive re-growth...

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Market Update - April 19, 2020

Published by Nicole Rothe on Apr 27, 2020

April 19, 2020 I hope that you and your family are healthy and managing well during this unprecedented time. I want to provide you with another update on how the COVID-19 pandemic has affected financial markets and your portfolios. As a recap from my...

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March 29, 2020 – COVID-19 Government supports available

Published by Nicole Rothe on Apr 03, 2020

Last week we saw a continuation of the market volatility we have been experiencing. However, on the plus side, we did see 3 consecutive positive days in the market which allowed for some partial portfolio rebounds. For this update I decided to consolidate...

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Market Update - March 22, 2020

Published by Nicole Rothe on Mar 25, 2020

Market Update - March 22, 2020 What has been going on in the markets since my last update? It has been more of everything I discussed in my previous updates. We have continued to see a yo-yo in volatility as COVID-19 virus numbers increase across the...

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Market Update - March 15 2020

Published by Nicole Rothe on Mar 18, 2020

There are three major things at play in the market right now -- read here.

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Market Update - March 2020

Published by Nicole Rothe on Mar 09, 2020

Market Update - March 2020 Well, this was certainly an interesting way to end RRSP season. The last week and a half in the market has been one for the history books. Not only have we seen the largest 1 day drop in the Dow Jones Industrial Index history...

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