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Market Outlook: Q3 2025

Written by: Alex Da Costa “It’s déjà vu all over again” This wonderful quote from the legendary baseball sage Yogi Berra springs to mind as we reflect on the past few months. While the current tariff “war” is unprecedented, this is certainly not the first time we have...

Private Investments: Evergreen vs. Traditional Closed-Ended Funds

Written by: Alex Da Costa Over the last decade or so, private markets, like private equity and real estate, have been gaining traction with families looking for compelling returns and ways to diversify their portfolios beyond just public equity and fixed income....

How Political Systems Shape Inflation and Growth

Witten By: Dan Lavallee The immense and growing uncertainty around the world driven by conflicts and global trade makes it harder than ever to have a strong opinion about economic growth and inflation. The pessimistic view is that growth will be slower, and inflation...

The Soul of the Family

Rethinking the Priority of Spiritual Capital in the Modern Family Office By Mo Lidsky and Sylvia Solit Executive Summary In an era where wealth is abundant but genuine connection is scarce, affluent families and family offices are awakening to the need to shift their...

Big Beautiful Bill? Not if you’re a Canadian Investor.

          Written by: Jake Darlington They say beauty is in the eye of the beholder, and for Canadian investors, this is One, Big, Ugly Bill. Last Thursday, a sweeping tax and spending bill dubbed the “One, Big, Beautiful Bill” narrowly passed...

Prime Quadrant Market Outlook: Q2 2025

Written by: Alex Da Costa “Boy, that escalated quickly!” This unforgettable line from the hilarious “Anchorman” springs to mind as we observe the unfolding tariff war initiated by the new US administration. For those who haven’t seen the film and are in need of some...
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