Insights

Articles Matthew Evans CFP®, CIM® Articles Matthew Evans CFP®, CIM®

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?

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Market Commentary Matthew Evans CFP®, CIM® Market Commentary Matthew Evans CFP®, CIM®

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.

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Market Commentary Matthew Evans CFP®, CIM® Market Commentary Matthew Evans CFP®, CIM®

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.

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Market Commentary Matthew Evans CFP®, CIM® Market Commentary Matthew Evans CFP®, CIM®

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.

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Articles Mehul Gandhi CFP®, CLU®, TEP Articles Mehul Gandhi CFP®, CLU®, TEP

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?”

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Articles Joe Basque CFP®, CIM® Articles Joe Basque CFP®, CIM®

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.

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Market Commentary Matthew Evans CFP®, CIM® Market Commentary Matthew Evans CFP®, CIM®

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.

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Lorenzo Pederzani CFA, CFP®, FCSI® Lorenzo Pederzani CFA, CFP®, FCSI®

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.

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