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Latest Insights

Date
Type
Media
Jan 16, 2025
Commentary
Market Commentary (Q4 2024)
Oct 16, 2024
Commentary
Market Commentary (Q3 2024)
Jul 15, 2024
Commentary
Market Commentary (Q2 2024)
Apr 15, 2024
Commentary
Market Commentary (Q1 2024)
Jan 17, 2024
Commentary
Market Commentary (Q4 2023)
Oct 27, 2023
Commentary
Market Commentary (Q3 2023)
Jul 13, 2023
Commentary
Market Commentary (Q2 2023)
Apr 05, 2023
Commentary
Market Commentary (Q1 2023)
Jan 16, 2023
Commentary
Market Commentary (Q4 2022)
Oct 17, 2022
Commentary
Market Commentary (Q3 2022)
Jul 14, 2022
Commentary
Market Commentary (Q2 2022)
Apr 14, 2022
Commentary
Market Commentary (Q1 2022)
Jan 06, 2022
Commentary
Market Commentary (Q4 2021)
Jun 30, 2021
Disclosure
Conflicts of Interest Disclosure Statement
Apr 06, 2021
Commentary
Market Commentary (Q1 2021)
Dec 31, 2020
Commentary
Market Commentary (Q4 2020)
Oct 19, 2020
Commentary
Market Commentary (Q3 2020)
Jul 04, 2020
Commentary
Market Commentary (Q2 2020)
Jun 26, 2020
Article
In this Globe and Mail Financial Facelift, Ross McShane assists a professional couple working in the healthcare field determine how best to save for their retirement
Apr 06, 2020
Commentary
Market Commentary (Q1 2020)
Dec 31, 2019
Commentary
Market Commentary (Q4 2019)
Oct 11, 2019
Article
In this Globe and Mail Financial Facelift, Ross McShane guides a couple into early retirement
Sep 30, 2019
Commentary
Market Commentary (Q3 2019)
Aug 16, 2019
Article
In this Globe and Mail Financial Facelift, Ross McShane assesses a couple's financial situation to see if they can enjoy early retirement
Jun 30, 2019
Commentary
Market Commentary (Q2 2019)
Mar 31, 2019
Commentary
Market Commentary (Q1 2019)
Feb 15, 2019
Article
In this Globe and Mail Financial Facelift, Ross McShane offers advice to a couple who are planning a move from Ontario to Victoria in retirement
Jan 08, 2019
Commentary
Market Commentary (Q4 2018)
Dec 07, 2018
Article
In this Globe and Mail Financial Facelift, Ross McShane provides guidance to a couple beginning to draw down on their retirement assets
Oct 09, 2018
Commentary
Market Commentary (Q3 2018)
Sep 14, 2018
Article
In this Globe and Mail Financial Facelift, Ross McShane gives his insights on early retirement and the cash-flow gap it could present
Sep 01, 2018
Article
In a recent Canadian MoneySaver article, Ross McShane offers advice on asset mix decisions
Jun 30, 2018
Commentary
Market Commentary (Q2 2018)
May 25, 2018
Article
Ross McShane contributes to a Globe and Mail article regarding empty nesters preparing for life of travel and culture after downsizing
Mar 31, 2018
Commentary
Market Commentary (Q1 2018)
Jan 10, 2018
Commentary
Market Commentary (Q4 2017)
Oct 31, 2017
Commentary
Market Commentary (Q3 2017)
Oct 11, 2017
Article
Ross McShane contributes to a recent Globe and Mail article regarding the Liberals’ proposed small-business tax reforms
Aug 04, 2017
Article
In this Globe and Mail Financial Facelift, Ross McShane provides guidance to a couple who are faced with an earlier than planned retirement date
Jun 30, 2017
Article
In a recent Canadian MoneySaver article, Ross McShane offers advice on cash flow planning in retirement
Jun 30, 2017
Commentary
Market Commentary (Q2 2017)
Mar 31, 2017
Commentary
Market Commentary (Q1 2017)
Mar 01, 2017
Article
In a recent Globe and Mail article, Ross McShane offers advice to investors in light of a potential increase in the capital gains inclusion rate
Dec 31, 2016
Commentary
Market Commentary (Q4 2016)
Jul 22, 2015
Interview
In an interview with La Presse, Bob Gauthier provided his insights into the markets risks and opportunities