08/18/2026
I am honored to share that I have been nominated for Best Financial Advisor in the Hamilton Community Votes / Readers' Choice Awards.
If you have a moment, I would be deeply grateful for your support and vote.
Hamilton Readers Choice 2026 Voting
Polls are open and we want YOUR Votes in the Hamilton Readers' Choice.
03/03/2026
Markets don't fall for the same reason twice.
Rethinking Downside Protection in Fast Markets | CI Global Asset Management
Markets don’t fall for the same reasons twice. Find out why downside protection is often an illusion—and why speed matters more than style or sector selection.
12/29/2025
Considerations to help determine when it comes to giving an allowance.
Are you giving your children an allowance? | CI Assante Wealth Management
Have you received an annual bonus or inheritance? Studies show investing a lump sum all at once tends to beat investing gradually, but personal factors matter as much as market analysis.
11/03/2025
Every individual and business aiming to grow must think critically about scale.
The Power of Scale | CI Global Asset Management
The ultimate driver of value in today’s markets is scale. Find out how this hidden ingredient separates small business from trillion-dollar valuations.
10/23/2025
Market Review and Q4 Outlook 2025 | CI Global Asset Management
Global growth shows uneven progress in Q4, but policy support is setting the stage for 2026. Discover the key themes in our Market Review and Q4 Outlook 2025.
09/16/2025
"Price stability is the foundation of sustainable growth, and it requires a credible, independent Federal Reserve (Fed)" - Fed Chair Paul Volcker
Powell's Farewell Jackson Hole Speech Clears the Path for Further Rate Cuts | CI Global Asset Management
Powell confirms rate cuts at Jackson Hole, unveils new Fed strategy, shifting focus from inflation to employment risks amid softening labor data.
07/23/2025
The third quarter presents a cautiously optimistic backdrop for global equities.
Equities Outlook: Diversification Matters Amid Volatility | CI Global Asset Management
Strong historical performance, diversification and valuations distinguish CI Morningstar International Value Index ETF (VXM) in a competitive field.
06/06/2025
The case for revisiting Canadian assets is grounded in practical opportunity rather than sentiment.
There's no place like home | CI Global Asset Management
After years of favouring U.S. markets, Canadian investors may be poised for a homecoming. Explore why a shift toward domestic assets could mark the next phase in global portfolio strategy.
05/30/2025
The go-to “hedges” like gold and treasury inflation-protected securities (TIPS) have historically fallen short when inflation pressures materialized.
Commodities: Offense Sells Tickets, but Defense Wins Championships | CI Global Asset Management
Diversified, tactical exposure to commodities may provide better protection from inflation risks than go-to hedges such as gold and treasury inflation-protected securities (TIPS).
05/02/2025
What's Next?
Tariff Troubles Continue | CI Global Asset Management
President Trump’s tariff surprise rattled markets—then a 90-day pause brought a partial rebound. Find out what triggered the volatility and what could happen next.