News and Insights

North American economies have shown resilience, growing despite rising interest rates, persistent inflation and intensifying geopolitical tensions.

The capital gain tax inclusion rate is set to increase for the first time in 34 years, a reform that will impact corporations and individuals holding taxable accounts.

The equity markets continued their upward trajectory following a robust fourth quarter in 2023. Several benchmarks even set new records in the first quarter of 2024.

In this article from the Les Affaires newspaper, Alexandre Legault discusses the importance of diversifying one's portfolio by targeting international markets.

In this article from the Les Affaires newspaper, Andrew Kost and Alexandre Legault address the question: do wealth management and artificial intelligence mix well together?

In this article from the Les Affaires newspaper, Andrew Kost reviews Samuel Bédard's portfolio.

It was a good year for the markets in terms of performance, despite the pessimism of forecasters and the high volatility. Looking at the ups and downs of the chart for the Canadian stock index below, it’s easy to understand how investors sometimes felt like everything was going well while at other times, it was going badly.

The First Home Savings Account (FHSA) was first introduced in the 2022 federal budget. Since then, investment firms have adjusted to be able to offer this new investment account to their clients. Below we summarize the main points of this new savings vehicle.

After solid gains in the first half of 2023, equities posted a negative return in the third quarter. Bonds also retreated over the past three months as interest rates rose and “higher for longer” has become the new mantra for interest rates.

Since the beginning of 2023, AI (artificial intelligence) set the tone for financial markets, driven by companies involved in the space. The market refers to the major players (Apple, Nvidia, Microsoft, Amazon, Meta, Tesla and Alphabet) as the “Magnificent Seven”. At the end of July, the mania for AI stocks was impressive - the S&P 500, the flagship index of the US market, was up 20.6%. Two thirds of this increase could be explained by the meteoric rise of the “Magnificent Seven”, whose average return is around 100% in the first seven months of 2023. Together, these seven companies represent about 25% of the US stock market capitalization.