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Special Features

June 2023

Communication, Client-Focus and Conviction

Anthony Messina shares his thoughts on trends in the wealth management industry, reflects on his early career days and provides advice for young professionals with CFA Society Toronto.
What is the debt ceiling? thumbnail
Perspectives

June 2023

What is the debt ceiling?

Once again, a last-minute deal to raise the US debt limit and avoid a default has been reached. While this game of political “chicken” seems to occur with regular frequency ...
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Economic Outlook

Spring 2023

More surprises in store?

As has been the case since the onset of the pandemic, the global economy has persistently outperformed increasingly dour expectations.
Perceptions versus reality thumbnail
Perspectives

May 2023

Perceptions versus reality

One of the more fascinating things about stock markets is how much they can move on a daily basis despite how little the underlying fundamentals, specifically the…
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Reflections & Insights

Spring 2023

It is a year since interest rates started to rise substantially around the developed world

It is a year since interest rates started to rise substantially around the developed world. It is hard to overstate the amount of ink spilt since trying to determine whether or when such rises…
A Time for Rejuvenation thumbnail
Amplify Magazine

April 2023

A Time for Rejuvenation

Philanthropy's role in Canada's health care system; important changes to charity regulations; and, transforming volunteerism.
Monday morning quarterback thumbnail
Quarterly Commentary

Q1 2023

Monday morning quarterback

A rally across Developed Markets in late 2022 continued into early 2023, with gains across all major equity markets in the first quarter.
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Special Features

February 2023

Crain Currency’s Peer-to-Peer Insights

Anthony Messina offers his insights on family offices, including his lessons on starting a family office, meeting multigenerational goals and more.
For your interest (rates) thumbnail
Perspectives

March 2023

For your interest (rates)

There has been a lot of attention on interest rates over the last year, and understandably so, given that 12 months ago marked the starting point for …