Read More: May 2026
May 6, 2026

Markets enter May facing a more complex and less forgiving macro backdrop. The dominant near-term risk is the Middle East conflict and the resulting disruption to energy flows through the Strait of Hormuz.

Read More: April 2026
April 15, 2026

Global markets face an increasingly volatile backdrop as the conflict between the U.S., Israel, and Iran has escalated into a full-scale regional war, disrupting global energy markets and rattling investor confidence.

Read More: Spring 2026
March 19, 2026

NAVIGATOR | SPRING 2026 Living Their Values, Together. In this Spring 2026 edition of OceanFront Navigator, we are proud to feature our clients Kirk and Kelly Wakefield. The theme that comes through is simple: family comes first.

Read More: March 2026
March 4, 2026

Global markets entered 2026 with a complex backdrop: resilient but slowing economic growth, elevated policy uncertainty, and a meaningful shift in the relative performance of U.S. versus international equities.

Read More: February 2026
February 4, 2026

2026 began with geopolitics related volatility, as the World Economic Forum brought world leaders together.

Mortgage Renewal Strategy
January 15, 2026

Why a Comprehensive Estate Plan Matters More Than Ever Canada is about to experience one of the largest wealth transfers in its history. Over the next 20 years, between $1 trillion and $2 trillion

Q1 2026: Chartbook Market Comment + Video Interview
January 12, 2026

2025 was a very strong year for most investors: strong returns across stocks, solid performance in many asset classes, and plenty of headlines along the way.

Read More: December 2025
December 4, 2025

Recent market performance has raised questions about whether certain areas, particularly AI-related stocks, may be experiencing heightened optimism.

Read More: November 2025
November 5, 2025

The Bank of Canada and U.S. Federal Reserve both delivered rate cuts, but diverging tones and talk of artificial intelligence, are shaping investor sentiment.

Q4 2025: Chartbook Market Comment + Video Interview
October 1, 2025

On September 17, both the Bank of Canada and the U.S. Federal Reserve cut policy rates by 25 basis points, a move that came despite stock markets hovering near all-time highs. With Canada facing a shrinking GDP, falling exports, and cooling inflation

Read More: Fall 2025
September 23, 2025

NAVIGATOR | FALL 2025 A Life Rooted in Family and Inspired by Growth In this Fall 2025 edition of OceanFront Navigator, we are proud to feature our clients Carla and Scott Southward. Their journey together is proof that growth doesn’t have to come at the

The Great Wealth Transfer
September 17, 2025

Why a Comprehensive Estate Plan Matters More Than Ever Canada is about to experience one of the largest wealth transfers in its history. Over the next 20 years, between $1 trillion and $2 trillion