Many of the meetings we have been having lately involve a review of the client’s financial plan. Fall is an excellent time to review your financial plan – and if you don’t have one, well, it’s a great time to get started.
Beyond the Limelight of the S&P 500
2024-08-28, Jared Holaday
With global valuations the cheapest they’ve been relative to the S&P 500, we are finding opportunities outside the US.
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When Stretched Balance Sheets Become Investment Opportunities
2024-08-21, Gennice Spanier
Some of our best credit opportunities arise when solid business fundamentals are met with temporarily stretched balance sheets.
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Market Cracks & Continued Opportunities
2024-08-07, Joe Jugovic
Amidst the volatility, Joe Jugovic is focused on opportunities as he highlights the recent takeout activity within our Canadian small cap strategy.
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‘Sticking Around’ with CCL Industries
2024-07-24, Daniel Morgan
Despite slower-than-expected growth over the past five years, CCL Industries demonstrates strong business fundamentals and tangible opportunities for growth.
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QV Market Insights – Q2 2024
2024-07-18, Mathew Hermary
Chief Investment Officer Mathew Hermary summarizes key points from our latest quarterly market commentary.