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Garner industry insights from our B2B marketing experts on the latest trends, industry news and discover their tips and tricks of the trade.
Financial adviser or life coach? The growing hunger for advice on retirement’s ‘softer side’
Financial advisers are increasingly incorporating life coaching into their services as investing becomes more accessible through robo-advisers and DIY platforms. Instead of solely managing portfolios, advisers now help clients navigate...
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Are Canadian interest rates about to nosedive?
Justin Prasad, a financial advisor at BlueShore Financial, told Canadian Mortgage Professional that political uncertainty is affecting consumer confidence, similar to what happened during Trump’s 2016 election. While the spring housing market is expected to improve compared to 2024, it may still be sluggish, especially for apartments and townhouses. Prasad...
Long-term outlook for Uranium
Claudio Chisani, portfolio manager of BlueShore Financial, highlights the long-term growth potential in the uranium market. With global shifts towards cleaner energy sources and the increased adoption of nuclear energy as a sustainable power solution, uranium demand is set to rise. Chisani notes that countries are ramping up investments in nuclear...
Monex Canada Unveils Industry-First FX Portfolio Analysis Report Solution
Monex Canada has launched the FX Portfolio Analysis Report (FX P.A.R.) solution. This unique tool offers a portfolio-based approach to present key metrics in a clear, visual format, enabling faster decision-making for clients managing hedging programs. In response to the increasing risks of foreign exchange transactions, FX P.A.R. provides CFOs and...
Canadians expect the economy to weaken this year. The wild card could prove them right
Despite widespread Canadian pessimism about economic prospects, the coming year is expected to bring moderate recovery. While 60% of Canadians predict economic weakening due to rising living costs and potential U.S. tariffs, forecasts suggest Canada’s economy will strengthen, outpacing many G7 countries. Key to this recovery is anticipated interest rate...
Consumer Insights with Gary Suen of Blueshore Financial
Gary Suen from Blueshore Financial, discussed essential financial goals for individuals and families entering the new year. Gary shared practical tips for sticking to a budget during uncertain economic times, explored tax-saving strategies to consider as the year begins, and offered advice on navigating financial planning in 2025 amidst inflation...
Economic opportunities for a post-Trudeau Canada
Despite the Department of Finance announcing on Tuesday that the Canada Revenue Agency will proceed with administering the proposed capital gains tax changes as planned, Graham Priest, an investment advisor and portfolio manager at BlueShore Financial in North Vancouver, B.C., believes the amendments are unlikely to pass. Priest noted that...
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