CAD March Market Commentary
Noteworthy Developments: Global markets declined in March amid escalating tensions in the Middle East, which led to swift increases in energy prices, increased volatility, and
Insights
Gain valuable insight into wealth advisory topics, portfolio construction, capital market assumptions, and market performance
Market Commentaries
USD March Market Commentary
Noteworthy Developments: Global markets declined in March amid escalating tensions in the Middle East, which led to swift increases in energy prices, increased volatility, and
CAD February Market Commentary
Noteworthy Developments: Global equities rose modestly in February, as strong gains in international developed and emerging markets offset declines in U.S. large-cap stocks driven by
USD February Market Commentary
Noteworthy Developments: Global equities appreciated modestly in February, as strong gains in international developed and emerging markets offset declines in U.S. large-cap stocks driven by
CAD January Market Commentary
Noteworthy Developments: Global equities advanced in January, with the MSCI ACWI Index rising 2.5% in Canadian dollar terms (up3.0% in USD), supported by broad-based gains
USD January Market Commentary
Noteworthy Developments: Global equities advanced in January led by strong gains in both emerging and international developed markets. Global Equities: Global equities rose 3.0% during
White Papers
White Papers
Unlocking Long-Term Growth: Using Private Investments to Enhance Portfolios
Our white paper, “Unlocking Long-Term Growth Using Private Investments to Enhance Portfolios,” presents a disciplined, endowment-style strategy that uses private equity, credit, and real assets to enhance returns, reduce volatility, and build sustainable multi-generational wealth—while offering readers insight into how thoughtful portfolio construction can create lasting financial advantage.
White Papers
Risk Buckets and Risk Utilization
Asset-class weightings do not necessarily convey portfolios’ true underlying risk characteristics. Therefore, we believe Risk Buckets and Risk Budget Utilization are better frameworks to measure portfolio risk vs. expected return, and to better construct adaptable portfolios across various market environments.
White Papers
Thinking Broadly About Exit Planning
Managing and optimizing various types of Exit transactions in the context of preparing for capital deployment to support your next phase of life.
White Papers
How to Create, Organize and Coordinate the Ecosystem
Understand the key functions of Family Offices: which aspects are best suited to highly qualified third-party providers and which to dedicated staff. Some ways to think critically about directing and coordinating a family office network.
White Papers
Typical Needs of Wealthy Investors
While each individual or family has a unique mix of goals and requirements, they frequently share a need for planning and investment expertise and resources, and other support. Forward-looking, wise management is the most commonly needed ingredient.
White Papers
Nearing an Exit: Questions to Ask Yourself and Others
For those beginning to think about the sound management of wealth, possibly around an exit from a large investment, the following outlines some questions we
