23 April, 2018

After a strong start to the year in January, all major stock and bond indexes declined in the first quarter of 2018. Similarly, the Canadian dollar was also strong in January but it too reversed direction and declined by the end of the quarter.... Read more

The Gamma Factor – The Value of Advice

30 January, 2018

Three basic questions: • The determinants of having a financial advisor • Assessing the impact of a financial advisor on the value of assets • The gamma factors... Read more

2016 Year-End Market Commentary

16 March, 2017

Filed Under: Financial Planning

2016 Year-End Market Commentary: 2016 was a year like a good suspense film, full of plot twists, unexpected events, with alternating emotions of joy and anguish.... Read more

3rd Quarter Commentary

18 October, 2016

Filed Under: Financial Planning

Never in the 250-year modern history of Western culture, with the exception of the communist states, has government intervention played such a large role in the valuation of financial assets.... Read more

From the Portfolio Management Desk: The Recent News from Greece

9 July, 2015

There has been a lot of speculation over the past few years about Greece’s ability to pay its debt, and its future with respect to its membership in the European Union. The most recent news out of Greece has further fuelled the speculation. On July 5... Read more

John Soutsos - Market Commentary - The Nature of Capital Market Returns

5 June, 2015

Over the last few years, the capital markets, and more specifically, U.S. stocks have provided steady returns to investors. As a result, your portfolio has been experiencing incremental gains almost every quarter. Realistically though, and as we’ve seen... Read more

John Soutsos - 1st Quarter Market Commentary

15 April, 2015

The Canadian stock market (S&P/TSX Composite Index) and the U.S. stock market (S&P 500 Index) each had weak results in the first quarter in local currency terms with returns, according to, in the 1-2% range. However, when factoring in... Read more