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📈 2025 Financial Markets: Year in Review
🇺🇸 Equities — Resilience Amid Volatility U.S. and global equity markets finished 2025 with solid gains overall. Major indices like the S&P 500 and Nasdaq posted meaningful positive returns , led by strong performance in large-cap tech and AI-related stocks. AI leaders such as Nvidia dominated market headlines , with its valuation at times eclipsing traditional giants, cementing tech’s disproportionate influence on market returns. However, valuation concerns emerged late in

Alison Cannell
6 hours ago3 min read


2025 Federal Budget Highlights
Overview The 2025 Budget focuses on: Stimulating economic growth through targeted investments Maintaining fiscal responsibility Helping Canadians adapt to global economic and technological shifts Key Tax and Policy Measures Personal Tax Measures Personal Support Workers Tax Credit: 5% refundable credit (max $1,100 per year) for eligible workers (2026–2030). Automatic Tax Filing for Low-Income Canadians: CRA will automatically file returns for qualifying non-filers starting w

Alison Cannell
Nov 5, 20253 min read


📊 September 2025 Market Recap
🇨🇦 Canadian Economy: Employment continued declining, inflationary pressures eased Government rollback of retaliatory tariffs Bank of Canada resumed easing in September Federal budget due early November expected to be stimulative Likelihood of substantial further rate cuts is limited U.S. Equities: S&P 500 +3.7% 📈 Best September since 2010 Nasdaq +4.9%, tech rebound driving gains Emerging Markets +7.2%, outperforming developed markets Federal Reserve & Rates: Fed cut rates

Alison Cannell
Oct 21, 20252 min read


Time in the Market vs. Timing the Market
Time in the market vs. timing the market, what does this mean? One of the most common questions I hear as a financial advisor is: ...

Alison Cannell
Sep 2, 20253 min read


5 Tips for New Investors
Getting started with investing may be easier than you think—and we're here to help. Here are 5 tips to get you going: Start from solid...

Alison Cannell
Jul 23, 20252 min read


Q2 Market Review 2025
What a volatile quarter! Summary Q2 began with a sharp 15–21% drop in the S&P 500 and Nasdaq due to President Trump’s tariffs, then...

Alison Cannell
Jul 10, 20253 min read


May Market Summary - What You Need to Know!
Performance Canadian and U.S. stock markets experienced notable growth in May, thanks to easing tensions over tariffs between the U.S....

Alison Cannell
Jun 11, 20252 min read


Investing Basics - Stocks vs. Bonds
What is a stock? A stock is a type of security that is sold to raise money for a company When you purchase stocks, you take ownership in...

Alison Cannell
Jun 5, 20253 min read


April Market Summary - What You Need to Know!
Summary Global equity markets ended a volatile month of trading ending mixed Following a sharp sell-off in the immediate after math of...

Alison Cannell
May 14, 20253 min read


Weekly Market Update - April 11th 2025
Listed below are highlights from last week : The week opened with equities sharply lower, as negative sentiment intensified ahead of...

Alison Cannell
Apr 16, 20252 min read


March Market Summary - What You Need to Know!
Global Global equities declined due to tariff risks There was a negative reaction from investors with the U.S. government's tariff...

Alison Cannell
Apr 15, 20253 min read


Q1 2025 Review
Throughout the first quarter of 2025 we saw extremely volatile equity markets, as anticipated by experts, and a lot of discussion around...

Alison Cannell
Apr 2, 20254 min read


Benefits of Dollar-Cost Averaging and What it Means?
What is dollar-cost averaging and why is it beneficial for investors? Dollar-cost averaging is an investment strategy where investors set...

Alison Cannell
Mar 4, 20252 min read


January Market Summary - What You Need to Know!
Performance Global markets started the year on a high note Equities and bonds both posted positive returns European equities led the...

Alison Cannell
Feb 13, 20253 min read


Tariff discussion and what you need to know!
WHAT IS A TARIFF? A tax imposed by a country on either imports or exports Trump has imposed 25% tariffs on Canadian imports (except...

Alison Cannell
Feb 3, 20252 min read


Q1 Market Outlook 2025
What economists are projecting for the year ahead. What a start we have had to 2025! It has been a volatile beginning, as many economists...

Alison Cannell
Jan 24, 20254 min read


Investment Tips to Remember Before 2024 Year End!
This time of year everyone is busy thinking about Christmas shopping, cookie baking and gathering with loved ones and we often overlook...

Alison Cannell
Dec 12, 20243 min read


October Market Summary - What You Need to Know!
Overview In October a majority of global equity markets experienced a decline during the month, due to persistent economic concerns among...

Alison Cannell
Nov 19, 20243 min read


September Market Summary - What You Need to Know!
Overview Global equity markets experiences substantial gains in September, driven by China's introduction of comprehensive stimulus...

Alison Cannell
Oct 10, 20243 min read


How much do Canadians need to save per year for retirement?
Article provided by Fidelity Investments It’s hard enough for people to wrap their heads around saving and investing for retirement in...

Alison Cannell
Aug 29, 20246 min read
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