Quality Compounders, Defensive Stalwarts, Cyclicals and Value Plays are business models that each play a specific role as risks evolve across market cycles.
A Few Thoughts on Digital Security
2026-02-25, Jason Reed
AI-generated deepfakes are easy to fall for, and they’re making financial scams more sophisticated than ever.
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You Got to Know When to Hold ‘Em
2026-02-11, Derek Nichol
In the face of rising valuations, we must ask ourselves what is driving performance when determining whether to hold, add or move on.
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What You Need to Know About Tax Planning in 2026
2026-01-29, Vanessa McNabb
Tax changes in 2026 may appear modest, but understanding updates to income thresholds and registered account limits can support more effective planning.
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Q4 2025 Market Letter
2026-01-12, Mathew Hermary
In 2025, market dominance moved beyond the US, while Canadian and international equities outperformed, led by financials, industrials and materials.
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A Perspective on Performance (and a Musical Dream Foregone)
2025-12-05, Joe Jugovic
From a commodity collapse to the internet bubble, Joe’s stories from over 25 years in the business feel especially relevant in today’s environment.