Canada's Industrial Restart?
Canada is building again in defence, energy, critical minerals and power. We look at what's underway and where the investment opportunities sit.
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The Archive
Canada is building again in defence, energy, critical minerals and power. We look at what's underway and where the investment opportunities sit.
ReadBehind the AI-led bull market, an unlikely group has quietly outperformed: Canadian banks. We examine why margins, credit, and capital discipline — not chips and models — have driven the sector's re-rating, and where we see value from here.
ReadWhy companies led by their founders have outperformed, and what we look for when we invest in them.
ReadCanadian equities have enjoyed a powerful run through 2024 and 2025, pushing the market to fresh record highs as we begin 2026. Beneath the surface, however, leadership has been unusually concentrated.
ReadLast week brought a historic moment for Canada's energy sector, as the nation witnessed its first ever large-scale shipment of Liquefied Natural Gas (LNG) depart from Kitimat, British Columbia.
ReadIn periods of heightened global uncertainty, markets can be noisy and volatile. Geopolitical tensions, shifting policy narratives, and conflicting economic data often cloud the outlook, making it difficult for investors to see clearly through the fog.
ReadDon’t Let a Red Herring Derail Your Investment Strategy
ReadGlobal trade is at a crossroads. With the U.S. administration considering a 25% tariff on imports from Canada and the potential for a broader trade war, investors are faced with rising uncertainty and geopolitical tension. While the headlines may seem alarming, a deeper analysis reveals key insights that can guide investment decisions in these volatile times.
ReadIntroduced in 1972 by Prime Minister Pierre Trudeau’s government, the Canadian capital gains tax is a levy applied to profits gained from selling certain assets like stocks, real estate, or businesses. It's calculated by comparing the selling price of the asset to its original purchase price, adjusting for allowable expenses. Taxes on capital gains are calculated by applying an “inclusion rate”, which is the percentage of the gain that will be subject to taxation.
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