Market Comments and Outlook - John Poulter, CIO
As we roll through the 3rd Quarter of 2014 and take stock of the year so far, we are struck with how calm investment markets have been. The US stock market continues to muddle along with no real surprises and... Read More →
Market Comments and Outlook - John Poulter, CIO
During the 1st Quarter of this year US equity markets entered the 6th year of a bull market. This event has created two camps; those that are forecasting an end to the good times and those that believe that a... Read More →
Foundation Funds Launched
The Foundation Funds were launched today. Five funds in total focused on the core wealth management of an investor.
Acquisition of Stuart Investment Management Inc. Client Base Closed
With no objection from IIROC, Portfolio Strategies Securities Inc. (PSSI) acquired the client base of Stuart Investment Management Limited (SIML). In addition, PSSI has moved into the SIML offices at 95 Wellington West Street, Suite 910, Toronto, Ontario, M5J 2N7.