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Newsletter

Our Strategy Notes monthly newsletter is available to all clients and provides an overview of market conditions and our current strategies.

April 9, 2025

March 2025 Strategy Notes

Dear Valued Client, Wealth Strategy Notes: Global markets saw red following the unveiling of President Trump’s new tariffs last week, which were much more aggressive than anticipated. The announcement caught…
Jason Chen
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March 10, 2025

February 2025 Strategy Notes

Dear Valued Client, Wealth Strategy Notes: The S&P 500 returned 2.7% in January and dropped 1.4% in February in a volatile start to President Trump’s second term. On Monday, Trump…
Jason Chen
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February 1, 2025

January 2025 Strategy Notes

Dear Valued Client, Wealth Strategy Notes: President Donald Trump’s new favourite t-word isn’t his own name – it’s ‘tariffs’. It’s a small word that has huge implications across the world,…
Jason Chen
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December 14, 2024

December 2024 Strategy Notes

Dear Valued Client, Wealth Strategy Notes: As 2024 draws to a close, we note it's been an eventful year. Markets have been volatile but have now reached all-time highs, geopolitical…
Jason Chen
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November 14, 2024

November 2024 Strategy Notes

Dear Valued Client, Wealth Strategy Notes: The full results of the U.S. House have yet to be settled, but the expectation is the completion of the ‘Red Wave’ with the…
Jason Chen
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October 5, 2024

October 2024 Strategy Notes

Dear Valued Client, Wealth Strategy Notes: True to form, September was indeed a rocky month with 11 up days and nine down days on the TSX. The S&P 500 moved…
Jason Chen
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September 10, 2024

September 2024 Strategy Notes

Dear Valued Client, Wealth Strategy Notes: True to history as the most volatile month on the calendar, September is off to a rocky start. Just like parents and kids trying…
Jason Chen
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August 15, 2024

August 2024 Strategy Notes

Dear Valued Client, “No one can predict with any certainty which way the next 1,000 points will be. Market fluctuations, while no means comfortable, are normal.” - Peter Lynch Wealth…
Jason Chen
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July 11, 2024

July 2024 Strategy Notes

Dear Valued Client, Aloni Goh Wealth Strategy Notes: We are truly living in a whole new world. It’s not the romantic kind, like when Aladdin whisks Jasmine away from the…
Jason Chen
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June 7, 2024

June 2024 Strategy Notes

Dear Valued Client, "We've come a long way in the fight against inflation. And our confidence that inflation will continue to move closer to the two per cent target has…
Jason Chen
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May 7, 2024

May 2024 Strategy Notes

Dear Valued Client, “… nothing is certain except death and taxes.” – Benjamin Franklin Aloni Goh Wealth Strategy Notes: Allow us to gently revise Benjamin Franklin’s famous quotation – “……
Jason Chen
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April 5, 2024

April 2024 Strategy Notes

Dear Valued Client, Aloni Goh Wealth Strategy Notes: If you’ve ever gone on a vacation with a big, extended family, you know one of the worst parts is trying to…
Jason Chen
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March 5, 2024

March 2024 Strategy Notes

Dear Valued Client, Aloni Goh Wealth Strategy Notes: With the major market indices in North America all climbing, all eyes will be on the central banks in March. All of…
Jason Chen
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February 7, 2024

February 2024 Strategy Notes

Dear Valued Client, Aloni Goh Wealth Strategy Notes: They say January is the most depressing month of the year – we would contend it's late April, when the Canucks bow…
Jason Chen
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January 8, 2024

January 2024 Strategy Notes

Dear Valued Client, “The only difference between death and taxes is that death doesn't get worse every time Congress meets.” – “Oklahoma’s Favorite Son” Will Rogers, American actor and humorist…
Jason Chen
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December 7, 2023

November 2023 Strategy Notes

Dear Valued Client, Aloni Goh Wealth Strategy Notes: Equity markets staged a rally this past month. At this point, a slight pullback would not be unexpected. The market has been…
Jason Chen
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November 7, 2023

October 2023 Strategy Notes

Dear Valued Client, “People who exit the stock market to avoid a decline are odds-on favorites to miss the next rally." – Peter Lynch, former manager of the Fidelity Magellan…
Jason Chen
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October 6, 2023

September 2023 Strategy Notes

Dear Valued Client, “We don’t have to be smarter than the rest. We have to be more disciplined than the rest.” – Warren Buffett, chairman and CEO of Berkshire Hathaway.…
Jason Chen
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September 7, 2023

August 2023 Strategy Notes

Dear Valued Client, “A market downturn doesn’t bother us. It is an opportunity to increase our ownership of great companies with great management at good prices.” – Warren Buffett, chairman…
Jason Chen
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August 3, 2023

July 2023 Strategy Notes

Dear Valued Client, "People who exit the stock market to avoid a decline are odds-on favourites to miss the next rally." – Peter Lynch, Fidelity Investments fund manager and philanthropist.…
Jason Chen
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July 5, 2023

June 2023 Strategy Notes

Dear Valued Client, Aloni Goh Wealth Strategy Notes: Equity markets ended the first half of the year on a strong note as buying interest broadened out from the big tech…
Jason Chen
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June 5, 2023

May 2023 Strategy Notes

Dear Valued Client, “History provides a crucial insight regarding market crises: they are inevitable, painful and ultimately surmountable.” - Shelby M.C. Davis, investor, philanthropist, and former VP of The Bank…
Jason Chen
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May 2, 2023

April 2023 Strategy Notes

Dear Valued Client, "With a good perspective on history, we can have a better understanding of the past and present, and thus a clear vision of the future." - Carlos…
Jason Chen
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April 1, 2023

March 2023 Strategy Notes

Dear Valued Client, “People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences.” - Peter Lynch Aloni Goh Wealth Strategy Notes: Equity markets were volatile…
Jason Chen
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Ron Aloni
Phone: 604-658-3056

Jason Chen
Phone: 604-658-3043

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