Insights
Hitting All the Right Notes
Music is an integral part of our lives. It can lift our spirits and provide an escape from the daily grind. The growth in music consumption has made music publishing catalogues an attractive investment.
Have you ever wondered how to invest in music?
2023 Year-End Commentary
Just like a skilled rider managing the unpredictable movements of a bucking horse, successful investors needed a combination of skill, patience, and focus during the ups and downs of 2023. The events served as a reminder of the difficulty in accurately predicting economic or market events. Learn more in our 2023 Year-End Commentary.
Q3 2023 Commentary
Tennis and wealth management share striking similarities in their stamina, patience, and strategic thinking requirements. In tennis, players need physical stamina to endure long matches, mental patience to wait for the right moment to strike, and tactical acumen to outmaneuver their opponents.
Q2 2023 Commentary
The check engine light is flashing, yet the car still seems to be performing well. Portfolio Managers Lorenzo Pederzani and Matthew Evans, take a closer look under the hood and discuss opportunities and risks in both public and private markets.
Q1 2023 Commentary
Westmount Wealth Portfolio Managers Matthew Evans & Lorenzo Pederzani review 2023 Q1 market performance as well as the some of the major headlines during the quarter.
The Tax-Free Savings Account: Don’t judge an account by its name.
The TFSA can be an very powerful tool for wealth generation. Investment income earned inside your TFSA (interest, dividends, and capital gains) do not create an income tax liability. Gains are truly tax-free.
A Good Problem to Have
If you were successful in generating wealth during your working years, your advisor or financial planner may inform you that you have more money than you will ever spend. Instead of worrying about “do I have enough,” your concern shifts to “how do I protect what I have saved?”
2022 Year End Commentary
Westmount Wealth Portfolio Managers Matthew Evans & Lorenzo Pederzani cover market performance in 2022 as well as reviewing the performance of the Westmount Wealth funds.
The Tax-Free Savings Account
The TFSA can be a very powerful tool for wealth generation. Investment income earned inside your TFSA (interest, dividends, and capital gains) do not create an income tax liability. Gains are truly tax-free.
Q3 2022 Commentary
The end of the third quarter was a volatile one, seeing a sharp rally through August and even sharper reversal in September, bringing equities back to their June lows. This was triggered by the same themes that have plagued 2022 thus far.
Westmount Wealth Interviews AGF's Greg Valliere
Westmount Wealth’s Lorenzo Pederzani sits down with Greg Valliere, Chief U.S. Policy Strategist of AGF Investments, to provide a brief overview of the current market conditions.
Q2 2022 Commentary
Matthew Evans & Lorenzo Pederzani provide some content on what has been a difficult start to the year for both bonds and equities.
What’s behind record redemptions in the Canadian mutual-fund space?
Among those paying attention to the Investment Funds Institute of Canada’s monthly fund statistics report, the most recent sets of statistics from the months of April and May are likely to raise eyebrows.
Q1 2022 Commentary
Matthew Evans & Lorenzo Pederzani provide some content on what has been a difficult start to the year for both bonds and equities.
There's an art and a science to this business
Lorenzo Pederzani explains why communication is vital and how he's grown his book during the pandemic.
Wealth Professional: Advisor Feature
Lorenzo Pederzani is no stranger to changing direction as new situations demand.
Wealth Professional: Head to Head
In an era marked by technological advances, are consumer staples still the reliable investment they once were?
Is a customized investment portfolio a bad idea?
How does your advisor pick which clients receives the first phone call when the next 2008 happens?
Retirement stress test part 2 – sequence risk
Sequence risk becomes a big problem once you start withdrawing from your portfolio.