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Financial Planning
Tariffs and Markets
August 22, 2025
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Financial Planning
Tariffs and Markets
The S&P 500 surged early and was up almost 5% near the end of February, then it dropped almost 20% over the next 6 weeks when large scale tariffs were first announced in early April.
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Market Views
Adding Protection in a Time of Tariff Uncertainty
Tariffs are now a major topic across North America. We have attached a robust commentary from the Q Wealth Partners investment team for anyone who wants to read more below.
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Investing
The Case for Private Equity
In the current financial environment, incorporating alternative asset classes like private equity has become crucial for achieving desired investment outcomes. Over the past decade, more investors have turned to private equity, seeking both strong returns and diversification to balance the instability often seen in public equities.
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Financial Planning
Continued Growth
Our market outlook is generally optimistic. The outlook appears favorable, with opportunities in sectors like industrials and information technology, and we expect continued growth in the near term as the Federal Reserve becomes more accommodating.
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Financial Planning
A New Interest Rate Era Has Begun
The Bank of Canada reduced its benchmark interest rate three times in the last few months and there is a chance we will see further cuts this year. Are lower rates a good thing? Who would benefit and why are they doing this?
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All Blog Posts
Financial Planning
The Case for Private Debt
At Elevate Wealth, private debt investments have been a core holding in client portfolios for over a decade. They have helped provide more consistent returns with less volatility. Here is a more detailed look at what we mean by private debt.
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Financial Planning
Buying Tesla – With a Twist
A few months ago, we purchased Tesla (TSLA) shares in our QW Select Enhanced Global Equity Fund. Our view was that Tesla had been unfairly beaten down and that there was a strong chance it would rebound once some positive news started occurring. However, this is how we used options to reduce some of the risk.
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Financial Planning
The Importance of a Power Of Attorney
A Power of Attorney is a critical component of estate planning for every adult. Establishing a POA empowers children or trusted individuals to act on your behalf when you cannot, ensuring that your wishes are respected and upheld.
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Financial Planning
Preparing the Next Generation for Wealth
Most people turn to a financial advisor for a tax-efficient estate plan to ensure their heirs inherit as much as possible. By investing in the preparation and education of heirs, families can safeguard their legacy and ensure that wealth endures as a force for good in the generations to come.
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Market Views
Key Takeaways from 2023 and Outlook for 2024
We are cautiously optimistic about the outlook for equity markets and despite geopolitical uncertainties, several of the managers we work with are sounding more bullish. We would generally agree, but we also thought it made sense to protect some of the recent gains and recently added options for protection in our equity pool.
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Tax Strategy
Digesting the Proposed Capital Gains Tax Hike
History, ultimately, will be the judge of the recently proposed capital gains tax hike. The Government argues the extra billions of dollars generated will be invested in programs that give people a fairer chance “to build a good, middle-class life”, but critics say this will deter the risk-taking capital that stimulates economic growth and penalize hard-working business owners and individuals.
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Financial Planning
Governments and Central Banks Ignore a Core Lesson
What are the links between money printing and inflation? How does money printing and inflation affect the average person?
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Market Views
3 Mistakes Investors Make During Election Years
History shows that election results have very little impact on long-term returns. Expect volatility, especially during primary season, but don’t fear it. View it as a potential opportunity.
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Investing
Taxing Out of Control
According to this August 2023 Fraser Institute Research Bulletin, Canadians are faced with a continually higher tax burden on their income each year.
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Market Views
Monetary Policy Works to Control Inflation
Monetary policy works to control inflation—not perfectly, not quickly, and not without pain. But it works.
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Market Views
What's Ahead for 2024
We can all be guilty of cherry-picking data to support a narrative. A balanced approach considers what could go wrong as well as right.
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Financial Planning
Your Ideal Outcome for 2024
As you start the new year, what will increase your chances of achieving the outcomes you desire and avoid the risks of not reaching them?
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