Our Insights | Fiduciary Trust Company International

MARKET COMMENTARY

House Sales A Click Away

In Canada’s busy residential real estate market, iBuyers are a story to watch. Their online business model, focusing on speed, convenience and client control is stirring things up.

02.16.2021 - Fiduciary Trust Canada

House Sales A Click AwayREAD MORE

MARKET COMMENTARY

Tasting Good Business

02.16.2021 Fiduciary Trust Canada

From Swedish Fish Oreos to Starbucks’ pumpkin spice sensation, flavour is key to unlocking sales.

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MARKET COMMENTARY

Looking Beyond A Year Of Extremes

02.15.2021 Scott Guitard, Vice President, Portfolio Manager

With global equities closing out a turbulent 2020 on a high note, we look at fourth quarter performance and share our thoughts on what may lie ahead in 2021.

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MARKET COMMENTARY

Markets Climb On Signs Of Progress

02.15.2021 Ian Riach, Chief Investment Officer

Despite the ongoing pandemic as well as Brexit and US election drama, markets climbed higher in the fourth quarter.

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MARKET COMMENTARY

Quarterly Market Update

01.29.2021 Ian Riach, Chief Investment Officer

Ian Riach, Chief Investment Officer, discusses his outlook for 2021 following a tumultuous 2020 and strong 4th quarter for equity markets.

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More Insights

MARKET COMMENTARY

Planning To Stay Put

01.29.2021 Fiduciary Trust Canada

The stats show what we all know: Almost everyone wants to “age in place.” We look at meeting the concern head on, starting now, by highlighting the opportunities and realistic challenges of living long and well in your home.
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MARKET COMMENTARY

Sorting Out Sustainable Investing Options

01.29.2021 Fiduciary Trust Canada

What’s the difference among ESG, Impact Investing and SRI? Dave Cieslowski shares his thoughts. You may be surprised by the familiar themes found in new strategies.
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MARKET COMMENTARY

The Ripple Effects Of US Election Results

01.29.2021 Vincent Tonietto - Vice President, Portfolio Manager

While US election results and the inauguration of President Biden have captured the world’s attention, we look at the possible effects on our financial markets as the new administration gets to work.
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MARKET COMMENTARY

Striking The Right Balance In Your Portfolio

01.29.2021 Giles Marshall, Vice President, Portfolio Manager,

Is the classic 60% equities and 40% fixed income asset mix out of fashion or in need of an update? That’s the question Giles Marshall and Michael Greenberg tackle. See what they say about refining portfolios to thrive in today’s environment.
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MARKET COMMENTARY

Investment Impact of the US Election:

11.05.2020 Gene Podkaminer, CFA Head of Research Franklin Templeton Investment Solutions

Asset Allocation and Volatility
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LIFESTYLE

Cross-Border Executor Challenges

11.03.2020 Fiduciary Trust Canada

Gain from our insights on the issues that families regularly face. Discover what to consider when choosing a long-distance executor.
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MARKET COMMENTARY

Staring Down Volatility

11.02.2020 Vincent Tonietto - Vice President, Portfolio Manager

As the COVID-19 pandemic drives change worldwide, history says mistakes do occur during such transitions. To us, that means volatility ahead. Here is our approach to this reality.
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MARKET COMMENTARY

Emerging Markets: A Closer Look At Unfamiliar Opportunities

11.02.2020 Fiduciary Trust Canada

Lingering perceptions and new realities do not always align. From his Singapore vantage point, Chetan Sehgal, reveals long-term growth options that may surprise you.
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MARKET COMMENTARY

The Scent of Things to Come

09.30.2020 Fiduciary Trust Canada

As dogs use their scent-smelling superpower to help keep people healthier, researchers are focused on inventing artificial noses. See who’s winning.
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MARKET COMMENTARY

Have Markets Lost Touch With Reality

09.01.2020 Fiduciary Trust Canada

Many are wondering - are equity markets out of touch with what is really happening in the broader economy? Why are markets surging toward record highs despite COVID-19 anxiety?
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MARKET COMMENTARY

The Biggest Fans of All?

08.31.2020 Clement Chan, Portfolio Manager

Numbering about 495 million, the e-sports fan base is now too big to ignore. We look at fast-growing developments worldwide.
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MARKET COMMENTARY

Keeping Pace with Change

08.17.2020 Duane W. Green, President, Chief Executive Officer

As COVID-19 drives change that’s influencing your ways and our wealth management views, one constant remains: We’re here to work with you.
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MARKET COMMENTARY

Market Turnaround Raises Questions

08.11.2020 Scott Guitard, Vice President, Portfolio Manager

It’s been a year of daunting lows and surprising highs. See our strategy in action and our forward approach.
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MARKET COMMENTARY

Equities Bounce Back In Second Quarter

08.11.2020 Ian Riach, Chief Investment Officer

What drove the sharp Q2 rebound? We look at highlights ranging from fiscal and monetary policy moves to investor sentiment.
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MARKET COMMENTARY

Untangling the Current Market/Economy Relationship

08.03.2020 Fiduciary Trust Canada

As economies and markets head in opposite directions, investors are challenged to reconcile the very visible disconnect. Here’s a closer look at how things are “working.”
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MARKET COMMENTARY

Information Technology Stocks: What’s Next?

08.03.2020 Fiduciary Trust Canada

Jonathan Curtis in San Mateo delves into familiar mega stocks, emerging opportunities and how the pandemic is accelerating digital change on multiple fronts.
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MARKET COMMENTARY

Bond Logic

08.03.2020 Giles Marshall, Vice President, Portfolio Manager,

Declining bond yields have been a defining feature of the investment landscape for the past 40 years. We look at the role of bonds and picking performance in today’s world.
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MARKET COMMENTARY

Where There’s A Will There’s A Way

08.03.2020 Thomas E. Junkin, Senior Vice President, Personal Trust Services and Operations

Shaped by COVID-19 realities, seismic change is underway in estate planning. For instance, the ability to sign wills virtually marks substantial change. Is it here to stay?
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MARKET COMMENTARY

A Business-Worthy National Pastime

07.27.2020 Kevin McLachlan, Vice President, Portfolio Manager

What do crop harvesting, steel making, pigeon racing and menu planning have in common? The weather. Discover the growing business of predictions.
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LIFESTYLE

Competing Priorities Impact Retirement Preparedness

07.17.2020 Manmeet Bhatia, Head of Private Wealth

Manmeet Bhatia, our Head of Private Wealth, discusses some findings of Franklin Templeton Canada’s 2020 Retirement Income Strategies and Expectations survey.
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MARKET COMMENTARY

Tested, Now Moving On

04.24.2020 Scott Guitard, Vice President, Portfolio Manager

Investors are all too aware of Q1 volatility, and you’re right to be sensing it was a record-setting period on various fronts.
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MARKET COMMENTARY

Choosing Companies That Endure With Success

04.23.2020

Nick Getaz in New York City and Matt Quinlan in San Mateo share the ongoing legwork and insights behind a portfolio with built-in resilience.
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MARKET COMMENTARY

Where Do You Stand Now?

04.23.2020 Giles Marshall, Vice President, Portfolio Manager,

Check to see how the recent market shock is affecting your view of risk—your tolerance and capacity. Does your Investment Policy Statement remain in sync with you?
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MARKET COMMENTARY

It’s In Your Power

04.23.2020 Thomas E. Junkin, Senior Vice President, Personal Trust Services and Operations

Whether it’s gifting to family now or later or fulfilling trustee duties, here are several proactive wealth transfer ideas to consider given how life is these days.
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MARKET COMMENTARY

Sticking To The Fundamentals

04.23.2020 Scott Guitard, Vice President, Portfolio Manager

From a top-down and bottom-up perspective, here’s a closer look at the fundamentals in action and why they’re important, always.
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MARKET COMMENTARY

Too Early To Tell

04.23.2020 Fiduciary Trust Canada

Find out what your digital devices could be saying about your health. Helpful data for diagnosis and treatment, or privacy breach—that depends on us.
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MARKET COMMENTARY

Hearing The Unmistakable Roar

04.22.2020 Ian Riach, Chief Investment Officer

The word, unprecedented, sums up Q1—ranging from market volatility to fiscal and monetary initiatives worldwide. Here’s the quarter, in our view.
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MARKET COMMENTARY

Fiduciary Trust Webinar

03.31.2020 Ian Riach, Chief Investment Officer

Market Update and Outlook
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MARKET COMMENTARY

Divvying Up the Moon

03.30.2020 Fiduciary Trust Canada

With companies and countries planning to make earth’s natural satellite their next stop, the chances of a “moon grab” are rising.
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MARKET COMMENTARY

What is 5G All About?

03.26.2020 Kevin McLachlan, Vice President, Portfolio Manager

Looking beyond the Huawei controversy, we highlight the basics and potential of the next generation of cellular wireless—think remote surgery.
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MARKET COMMENTARY

Update: Coronavirus and Portfolio Implications

03.02.2020 Ian Riach, Chief Investment Officer

Ian Riach shares our thoughts on the coronavirus and how we are positioning the portfolios.
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MARKET COMMENTARY

Investing in Today’s World

02.10.2020 Duane W. Green, President, Chief Executive Officer

Standing between the world’s often-conflicting themes, this edition highlights ways forward, whether it’s investing in 2020 or moving to a hot country.
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LIFESTYLE

Sizing Up Your Next Move

01.30.2020 David Cieslowski, Vice President, Private Wealth Counselor

Amid all the questions surrounding a move to a hot climate, discover the one that has significant implications on many fronts.
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MARKET COMMENTARY

A Good Year Despite Fears

01.29.2020 Scott Guitard, Vice President, Portfolio Manager

Given the current environment, we’re expecting Q4 to be a bumpy ride and have adjusted equity weightings to support positive performance.
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MARKET COMMENTARY

Equity Markets Strong Across the Finish Line

01.29.2020 Ian Riach, Chief Investment Officer

Robust Q4 returns capped off a strong 2019. See which markets led, which contributed and our thoughts on what’s next.
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MARKET COMMENTARY

The Story Behind Markets’ Final Scores

01.27.2020 Ian Riach, Chief Investment Officer

Strong market performance has had investors asking: What’s the relationship between headlines and market returns? Here’s our brief answer.
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MARKET COMMENTARY

Investing at the Crossroads of Two Decades

01.24.2020 Ian Riach, Chief Investment Officer

Ian Riach and Manmeet Bhatia reflect on lessons of the last decade and themes—from technology to expected returns—for the new one.
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MARKET COMMENTARY

Achieving a Fine Balance

01.24.2020

Thomas E. Junkin and Giles D. Marshall tackle the realities of investing trust monies and the ripple effects of decisions trust creators make.
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TRUST & ESTATE SERVICES

Stepping In: Your Role As Attorney

12.20.2019 Thomas E. Junkin, Senior Vice President, Personal Trust Services and Operations

What happens next? See highlights of the duties and responsibilities that go hand in hand with the very important role of being someone’s attorney.
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MARKET COMMENTARY

Retail Stocks: Behind-The-Scenes Race Underway

12.20.2019

Amid the fast-changing mix of retailers, how do you pick the “right” stocks? Andrew Buntain in Toronto and Grant Bowers in San Mateo share their insights.
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MARKET COMMENTARY

New Website Designed With You In Mind

12.20.2019 Fiduciary Trust Canada

Watch for our new website and related email. Sign-up and take full of advantage of the valuable information that will be at your fingertips.
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MARKET COMMENTARY

Distortions Cloud Investors’ Views

10.30.2019 Vincent Tonietto - Vice President, Portfolio Manager

It’s better to make prudent investment decisions seeing the economic and market distortions currently at play. We take a closer look.
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LIFESTYLE

Your Pick Of The Airwaves

10.25.2019 Kevin McLachlan, Vice President, Portfolio Manager

Startups are shaking up the traditionally low-key world of podcasting. With over 750,000 from which to choose, see why more people are tuning in.
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MARKET COMMENTARY

Results: Up, Down And In Between

10.25.2019 Scott Guitard, Vice President, Portfolio Manager

Given the current environment, we’re expecting Q4 to be a bumpy ride and have adjusted equity weightings to support positive performance.
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MARKET COMMENTARY

Opportunities Accompany Change

10.25.2019 Duane W. Green, President, Chief Executive Officer

In keeping with the season’s changes, we introduce the recently appointed Head of Private Wealth, Manmeet Bhatia and our new client website.
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MARKET COMMENTARY

The Logic Behind Bonds

10.25.2019 Scott Guitard, Vice President, Portfolio Manager

Why would you hold bonds these days? See our answers on several fronts: risk management, issue selection, active management and global opportunity.
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MARKET COMMENTARY

Markets Make Gains Despite Trade Issues

10.24.2019 Ian Riach, Chief Investment Officer

Despite Q3 market volatility sparked by ongoing trade issues, and decelerating global growth, global equity markets finished the period generally positive.
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LIFESTYLE

Investing in Summer

07.24.2019 Duane W. Green, President, Chief Executive Officer

Wishing you the time this season to pause, reflect, plan and celebrate. See how we’re doing all four in this edition of Perspective.
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LIFESTYLE

The Shorter the Better?

07.23.2019 Fiduciary Trust Canada

Pop songs are shrinking, literally. Discover the path from 78 rpm records to the streaming life of songs today.
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MARKET COMMENTARY

US Tech Stocks: Seeing Beyond the Obvious

07.23.2019

Franklin’s Jonathan Curtis and Matthew Moberg take us inside this dynamic sector with all its complexities and opportunities.
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MARKET COMMENTARY

Stickhandling Sudden Wealth

07.23.2019 David Cieslowski, Vice President, Private Wealth Counselor

You’re a young NHL player. You’re wealthy NOW. Thomas Junkin, David Cieslowski and Vincent Tonietto discuss the realities and challenges that emerge.
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MARKET COMMENTARY

Trade tensions flare: where do we go from here?

07.23.2019

Market volatility has been on the rise as US-China trade tensions continue to flare and recent central bank activity has created more questions than answers. As such, many investors have been on edge.
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MARKET COMMENTARY

When Down Means Up

07.23.2019 Ian Riach, Chief Investment Officer

There’s a distinct pattern in this bull market cycle—bad economic news has actually been good news for markets. Learn why.
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MARKET COMMENTARY

Your Gateway to Personalized Information

07.23.2019

Whether it’s asset details, recent numbers or a past statement, our new online portal puts a world of information at your fingertips. Find out more.
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MARKET COMMENTARY

Seeing The World

07.23.2019 Giles Marshall, Vice President, Portfolio Manager,

How’s home country bias potentially influencing your portfolio? See what’s involved and how we approach this well-known, worldwide phenomenon.
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MARKET COMMENTARY

The Prevailing Winds of Politics

07.23.2019 Ian Riach, Chief Investment Officer

From pipelines to US/China trade to Brexit—macro themes are making market waves. Ian Riach shares insights on steering a steady course.
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MARKET COMMENTARY

Deciphering Mixed Messages

07.23.2019 Scott Guitard, Vice President, Portfolio Manager

Equity markets started and ended Q2 on a positive note. See how our strategy worked despite the volatility that occurred in between.
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LIFESTYLE

Give Me Just A Little More Time

04.25.2019

In the hyper speed of this digital world, there’s virtually “nothing” buffering our desires to buy, tweet or text. Some say we need more friction.
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LIFESTYLE

Sneakers Never Looked So Good

04.25.2019

Step into the world of Sneakerheads and discover how seemingly ordinary footwear has become an extraordinary trend of wearable art, prized collections and big business.
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TRUST & ESTATE SERVICES

Locked Out Without Your Help

04.25.2019 Thomas E. Junkin, Senior Vice President, Personal Trust Services and Operations

Fact: When you die, your photos, videos and other important files could be permanently inaccessible to your family. You can avoid this by following a few simple steps.
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MARKET COMMENTARY

US Equities: The View From Here

04.25.2019

Glass half full or half empty? Franklin’s Don Taylor provides his outlook for US equities and the reasons why he is optimistic for rising dividend stocks.
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LIFESTYLE

Seeing Around the Corner

04.25.2019 Duane W. Green, President, Chief Executive Officer

While it’s impossible to always know what’s coming next, our goal is to provide you with information that supports your foresight and foundation for decision-making.
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MARKET COMMENTARY

How Did That Happen?

04.25.2019 Vincent Tonietto - Vice President, Portfolio Manager

After the worst quarterly returns since 2008, Canadian stocks roared back in January. We look back at what drove the turnaround and provide our thoughts on where domestic equities go from here.
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MARKET COMMENTARY

A Cautionary View of Investor Euphoria

04.25.2019 Scott Guitard, Vice President, Portfolio Manager

As investors celebrated the first months of 2019, we remained prudent in navigating an environment where sentiment turns on a dime. Take a closer look at our strategy at work.
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MARKET COMMENTARY

Equity Markets Bounce Back in First Quarter

04.25.2019 Ian Riach, Chief Investment Officer

Not to spoil the party, but amid the sharply positive rebound in equity markets, we’re mindful of the growing tug-of-war between equity and bond investor views.
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MARKET COMMENTARY

Forecasting Weather of a Different Kind

01.29.2019 Giles Marshall, Vice President, Portfolio Manager,

Predicting the market future is always challenging, but here are highlights of what we’re currently expecting for investors in the year ahead.
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MARKET COMMENTARY

A Closer Look at Europe

01.29.2019

See their specialized views on the region’s distinct character and ways to capture potential upside performance in 2019.
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MARKET COMMENTARY

A Bumpy Ride to the Finish Line

01.29.2019 Ian Riach, Chief Investment Officer

The worldwide Q4 market correction created discomfort for investors and unlocked opportunities well-suited to our active management approach. Take a closer look.
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TRUST & ESTATE SERVICES

High Housing Prices Throw Estate Plans Off Balance

01.29.2019 David Cieslowski, Vice President, Private Wealth Counselor

Passing down the family home figures large in many estate plans. See how high prices can spark family disputes and why now’s the time to revisit your best intentions.
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MARKET COMMENTARY

Performing in a Difficult Market

01.29.2019 Scott Guitard, Vice President, Portfolio Manager

See how our ongoing conservative bias, diversification and international weighting added value to portfolios in the challenging fourth quarter.
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TRUST & ESTATE SERVICES

Making the Best of an Arranged Relationship

01.29.2019 Thomas E. Junkin, Senior Vice President, Personal Trust Services and Operations

The relationship between a trustee and beneficiary is unique. Learn some steps that can help build common ground and address tensions before, and as, they arise.
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MARKET COMMENTARY

China: The Investing Story Unfolding Before Us

06.30.2018

Generally off-limits to individual investors, one of the world’s largest equity markets is slowly opening. See how this change and more may influence your portfolio.
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LIFESTYLE

Blockchain Links Grow

06.30.2018 Fiduciary Trust Canada

Recordkeeping processes are centre-stage as Blockchain disrupts various industries and is credited with supporting positive social change. Find out how.
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MARKET COMMENTARY

Fiduciary Duty Works Here

06.30.2018 Vincent Tonietto - Vice President, Portfolio Manager

Fiduciary duty has been in the news over the last few years. Vincent shares his views and illustrates how it’s applied at Fiduciary Trust Canada
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TRUST & ESTATE SERVICES

Planning to Keep the Farm in the Family

06.30.2018 Thomas E. Junkin, Senior Vice President, Personal Trust Services and Operations

Keeping the land in the family for future generations can be the greatest challenge ranching families face. Discover how building effective succession steps can help.
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MARKET COMMENTARY

Why Style Matters

06.30.2018 Giles Marshall, Vice President, Portfolio Manager,

Knowing an investment manager’s style gives you valuable insight on portfolio characteristics and performance. Discover the story, value and growth styles are telling today.
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MARKET COMMENTARY

Q2 Produces Uneven Results

06.30.2018 Scott Guitard, Vice President, Portfolio Manager

Read where the strategy succeeded and faltered in Q2, as well as the thinking behind adding global bonds to the fixed income mix.
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MARKET COMMENTARY

Selective Progress Amid Trade Tensions

06.30.2018 Ian Riach, Chief Investment Officer

Canada was one equity market that progressed in Q2, despite overarching trade tensions among major powers. See how other markets fared.
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LIFESTYLE

Highlighting Excellence

06.30.2018 Vincent Tonietto - Vice President, Portfolio Manager

Vincent Tonietto, Vice President and Portfolio Manager, was recently recognized as a Leading Portfolio Manager 2018 by Wealth Professional Canada.
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LIFESTYLE

Before You Know It

06.30.2018 Duane W. Green, President, Chief Executive Officer

Transitions play a significant role in your life and ours. This edition of Perspective highlights shifts happening a world away and close to home.
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TRUST & ESTATE SERVICES

Carving A Path To Retirement

11.03.2020 David Cieslowski, Vice President, Private Wealth Counselor

Given all life’s demands, we believe retirement planning requires a more personal approach than ever before.
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LIFESTYLE

Seeing the World Through New Eyes

01.29.2019

Imagine scaling Mount Everest without the usual risk, cost, or training. Virtual reality capabilities are creating such opportunities. Discover the ripple effects.
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LIFESTYLE

Little Brands in Big Stores

01.29.2019

Move over Airbnb and WeWork, it’s retail’s turn to join the space-sharing trend. We look at new store concepts and what it means for small brands and shoppers alike.
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LIFESTYLE

Real Life Isn’t Always Tidy

01.29.2019 Duane W. Green, President, Chief Executive Officer

This Perspective reflects the expertise and capabilities you have in your corner when life doesn’t go in a straight line.
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LIFESTYLE

The Life and Times of Urban Trees

09.30.2018

It’s easy to take city trees for granted, but they’re far more than simply pretty scenery. Find out how the urban forest directly affects our quality of life.
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LIFESTYLE

Building the Future Brick by Brick

09.30.2018

We look at the fascinating story behind those little bricks and the company that everyone knows, LEGO. Discover how innovation and tradition combine.
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LIFESTYLE

A Closer Look at Inflation

09.30.2018 Kevin McLachlan, Vice President, Portfolio Manager

For a lot of people there is a gap between the reportedly low CPI inflation rate and the higher prices experienced daily. Learn more about inflation at work.
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TRUST & ESTATE SERVICES

We Do About the Cottage?

09.30.2018 Thomas E. Junkin, Senior Vice President, Personal Trust Services and Operations

Many families face the cottage conundrum. We highlight multi-generational concerns, and options that can lead to thoughtful, satisfying plans.
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MARKET COMMENTARY

Choosing Canada

09.30.2018

For Canadian equity investors, 2018 has been a smorgasbord of returning volatility, all-time market highs, mid-air stalls and autumn bounces.
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MARKET COMMENTARY

Global Bonds Now Part of the Mix

09.30.2018 Ian Riach, Chief Investment Officer

Ian answers questions about the strategic and tactical opportunities afforded by the Templeton Global Bond Fund and its recent introduction to our model portfolios.
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MARKET COMMENTARY

Minding Long-Term Priorities

09.30.2018 Scott Guitard, Vice President, Portfolio Manager

In a quarter dominated by US equity markets and growth stocks, portfolios generally performed in line with their benchmarks. Review the highlights behind Q3 numbers.
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MARKET COMMENTARY

Going Their Separate Ways

09.30.2018 Ian Riach, Chief Investment Officer

Mounting evidence shows the world's markets and economies are heading in different directions.
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LIFESTYLE

Preparing for the Path Ahead

09.30.2018 Duane W. Green, President, Chief Executive Officer

Fall is a good time to raise changes - regarding your situation, tax considerations, gifting decisions or plans for 2019 - with your advisor. See how life’s changing paths are reflected in this edition of Perspective.
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LIFESTYLE

ESG Investing Integral to Who We Are

04.30.2018

Environmental, social and governance - those are the words behind the acronym and an approach to investing ...
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LIFESTYLE

Wheels Spinning Worldwide Counsellor

04.30.2018 Fiduciary Trust Canada

Amsterdam, 1965, and urban activists launch the first urban bike-sharing project. It flopped. Today bike-sharing is a booming global business. Find out why.
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TRUST & ESTATE SERVICES

The Shared Concern for Children with Disabilities

04.30.2018 Thomas E. Junkin, Senior Vice President, Personal Trust Services and Operations

Creating a secure financial future for a child with disabilities is a priority for many people ...
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LIFESTYLE

Quiet, Quality Work Drives Results

04.30.2018 Duane W. Green, President, Chief Executive Officer

Behind-the-scenes high-quality research and analysis help us provide the solutions and performance you expect of us.
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MARKET COMMENTARY

Digging for Opportunity in Canadian Corporate Bonds

04.30.2018

After a record-setting 2017 in Canada’s corporate bond market, what’s happening now? Read about the current squeeze...
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LIFESTYLE

Know the Right Pace for Retirement Spending

04.30.2018 Vincent Tonietto - Vice President, Portfolio Manager

How do you avoid running out of money in retirement? It’s a persistent, worrying question. We help ease fears with knowledge and practical options.
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MARKET COMMENTARY

Adjusting for Positive Performance

04.30.2018 Scott Guitard, Vice President, Portfolio Manager

Our disciplined strategy and ongoing tactical positioning continue to pass market tests and build generally positive performance. See how this quarter unfolded.
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MARKET COMMENTARY

Volatility Marks Changing Weather for Investors

04.30.2018 Ian Riach, Chief Investment Officer

Volatility spiked in February, reaching an intraday high unseen since the 2008 financial crisis. We look at how a mix of investors helped drive a major theme for Q1.
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MARKET COMMENTARY

Inflation Surprise This Spring?

04.30.2018 Giles Marshall, Vice President, Portfolio Manager,

Nine years of economic expansion and inflation nowhere to be seen—until now? We spot inflation sightings and highlight the potential impact on bonds and equity markets.
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LIFESTYLE

Federal Budget 2018

03.05.2018 David Cieslowski, Vice President, Private Wealth Counselor

Feb 27th 2018, Mr. Trudeau's Liberal government tabled its third budget.
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MARKET COMMENTARY

Finishing 2017 on a Positive Note

01.30.2018 Ian Riach, Chief Investment Officer

Global equity markets finished strong, supported by robust economic growth and benign inflation. See what role markets like the United States and Canada played.
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TRUST & ESTATE SERVICES

When Caring Crosses the Line

01.30.2018 Thomas E. Junkin, Senior Vice President, Personal Trust Services and Operations

Issues, like undue influence in writing a will, are concerning for both benefactor and beneficiaries...
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MARKET COMMENTARY

Are Central Banks Heading in Different Directions?

01.30.2018 Vincent Tonietto - Vice President, Portfolio Manager

Two key themes for 2018: inflation expectations and shifting monetary policy...
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LIFESTYLE

Why a Trust?

01.30.2018 David Cieslowski, Vice President, Private Wealth Counselor

Whether overlooked or newly minted, problems can spark talk about establishing a trust. See how a trust can help now, and with future-focused estate planning.
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MARKET COMMENTARY

Taking Stock of European Equities

01.30.2018

See what they’re saying about investing in this mature bull market, new eurozone market trends, and why there’s no room for complacency.
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LIFESTYLE

Investing in this New Year

01.30.2018 Duane W. Green, President, Chief Executive Officer

Building on the momentum of 2017, this New Year marks the next step on a long-term path with our clients and for our firm. Discover our Perspective on what lies ahead.
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MARKET COMMENTARY

In the Long Run

01.30.2018 Scott Guitard, Vice President, Portfolio Manager

Preserving capital in this late stage of the investment cycle is a main focus. See how this thinking influenced Q4 portfolio performance and our outlook for Q1 of 2018.
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LIFESTYLE

Deciding What’s Private, What’s Not

01.30.2018 Kevin McLachlan, Vice President, Portfolio Manager

High-profile cyber-thefts are raising questions about online privacy and security. We look at how people and businesses are re-evaluating sharing and storing sensitive data.
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LIFESTYLE

No Screen in Between

10.01.2017 Fiduciary Trust Canada

In a 24/7 digitally connected world, face time takes on a whole new meaning. Discover why “online” retailers are opening bricks and mortar stores.
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TRUST & ESTATE SERVICES

The Long Dance with Debt

10.01.2017 David Cieslowski, Vice President, Private Wealth Counselor

Discover the underlying reasons and risks of carrying too much debt for too long. It’s a growing trend and its effects can quietly cross generations.
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TRUST & ESTATE SERVICES

When Life Demands Plan B

10.01.2017 Fiduciary Trust Canada

Learn about the role of a court-appointed guardian when you, or someone you care about, suddenly lose mental capacity without powers of attorney in place.
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MARKET COMMENTARY

Markets Counter Political Turmoil

07.25.2017 Ian Riach, Chief Investment Officer

Midway through 2017, International equity markets are proving resilient in the face of political turbulence.
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MARKET COMMENTARY

It Pays to Be Picky

07.25.2017

With the broader Canadian market stuck in the mud, Les Stelmach and Izabel Flis discuss where they’re finding opportunities.
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MARKET COMMENTARY

The Right Combination for Fixed Income

07.25.2017 Kevin McLachlan, Vice President, Portfolio Manager

Kevin McLachlan looks under the hood of Fiduciary Trust Canada’s positive fixed income portfolio performance.
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MARKET COMMENTARY

Spring Ushers in Market Advances

07.25.2017 Scott Guitard, Vice President, Portfolio Manager

Surging European equities, rising US valuations and headwinds for Canadian equities were all part of Q2. See how our asset mix strategy measured up.
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LIFESTYLE

On the Move

07.01.2017

Our Calgary office has a new downtown address, with several nearby parking options. Get all the particulars.
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LIFESTYLE

Who Wants What?

07.01.2017 David Cieslowski, Vice President, Private Wealth Counselor

Deciding the future of family treasures sometimes raise tensions across generations. See some realities, themes and steps that can help encourage a meeting of the minds.
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TRUST & ESTATE SERVICES

Top Tips for Trustees

07.01.2017 Thomas E. Junkin, Senior Vice President, Personal Trust Services and Operations

Discover practical points on being a trustee—an honour accepted in support of family or friends, but a role many people learn “on the job.”
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MARKET COMMENTARY

Staying Ahead of Shifting Risk

04.14.2017 Kevin McLachlan, Vice President, Portfolio Manager

Kevin McLachlan highlights how changing markets and life circumstances make portfolio rebalancing a priority for us, and we believe, for you too.
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TRUST & ESTATE SERVICES

Estate Planning: The Power of One

04.14.2017 Fiduciary Trust Canada

Single person households face unique considerations and opportunities when estate planning and putting instruments such as power(s) of attorney and health care directives in place. Discover how planning with this in mind unlocks a powerfully positive difference.
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MARKET COMMENTARY

Yellow Light, Green Light

04.14.2017 Scott Guitard, Vice President, Portfolio Manager

The ongoing recovery in International equities, stronger than expected Canadian equity performance and a loonie in flight. See how such themes influenced Q3 performance and how we’re moving ahead.
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MARKET COMMENTARY

Running the US Bull Market Marathon

04.14.2017 Fiduciary Trust Canada

This second longest US bull market in history is raising questions as its upward climb continues. Where do we go from here? See why pace is key in running this marathon.
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MARKET COMMENTARY

Canada Surprises as Global Markets Climb

04.14.2017 Ian Riach, Chief Investment Officer

Amid macro political themes and growing momentum in global equity markets, Canada’s economy and dollar served up a summer surprise.
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LIFESTYLE

In the News

04.14.2017 Fiduciary Trust Canada

Montreal-based, Vincent Tonietto, joins Fiduciary Trust Canada as Vice President and Portfolio Manager (pending regulatory approval). David Cieslowski, Private Wealth Counsellor, receives a University of Toronto Arbor award recognizing his work with Rotman Commerce students.
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LIFESTYLE

Building a Better Platform

04.14.2017 FTC Investor Services Inc.

In today’s business world, the race to create better digital platforms and generate value for all involved is heating up. We take a closer look at how this trend is unfolding.
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LIFESTYLE

Opening Day!

04.14.2017 Megan Deborah Proud, Private Wealth Counsellor

Turning a lifelong passion into a new venture is exciting. We highlight how to prudently protect what you’ve already achieved while launching a thriving startup.
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LIFESTYLE

Powering the Future

04.01.2017 Kevin McLachlan, Vice President, Portfolio Manager

Batteries are indispensible in today’s world. They’re also expected to play a leading role in the “next big thing.” Get a glimpse of the developments underway.
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LIFESTYLE

The Art of Business and Passion

04.01.2017

Fine art is a passion and a global business. We look at the tectonic shifts underway in that world and what changing markets mean for buyers.
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LIFESTYLE

Tracking Time in the United States

04.01.2017 David Cieslowski, Vice President, Private Wealth Counselor

How the U.S. Internal Revenue Service and you track length of stay may not align. See why the 180-day rule of thumb may not protect you from potential tax.
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TRUST & ESTATE SERVICES

Putting First Things First

04.01.2017 Fiduciary Trust Canada

These days when it comes to estate planning, it’s easy for technical solutions to get ahead of your values. Diane Tom highlights potential pitfalls and the value of thoughtful, important conversations.
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MARKET COMMENTARY

Meeting on Common Ground

04.01.2017 Ian Riach, Chief Investment Officer

Mr. Riach discusses Canada’s bifurcated market, today’s stock-picking environment and the challenges individual and institutional clients have in common.
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MARKET COMMENTARY

Sizing Up this Bull Market

04.01.2017 Giles Marshall, Vice President, Portfolio Manager,

Dubbed the “least loved bull market of all time,” Mr. Marshall sizes up how this bull-run compares with its peers and looks at the road ahead.
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MARKET COMMENTARY

Good News Regardless of the Headlines

04.01.2017 Scott Guitard, Vice President, Portfolio Manager

Positive returns remained the theme for Q1. See what drove performance, recent adjustments to our asset mix strategy and thoughts on Q2 trends.
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MARKET COMMENTARY

Central Banks Going Separate Ways

04.01.2017 Giles D. Marshall, Vice President, Portfolio Manager

Interventionist monetary policy worldwide has been a weighty theme since 2008. With central banks now moving in different directions, Mr. Marshall looks at the market implications.
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MARKET COMMENTARY

When Sharing Goes Global

01.01.2017 Fiduciary Trust Canada

Today’s sharing economy is having a growing impact and challenging traditional notions of private ownership. See, for instance, how sharing a room has become big business.
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MARKET COMMENTARY

Born to Laugh

01.01.2017

Laugh and you’re participating in a universal, unconscious human behaviour that’s surprisingly complicated. Find out what’s behind the giggles and guffaws.
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MARKET COMMENTARY

Locking in Pension Money

01.01.2017 Stephen D. Wilton, Investment Fund Specialist

Leaving a company triggers decisions about what comes next for money you have in the firm’s registered pension plan. We highlight the in’s and out’s of opening a LIRA.
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TRUST & ESTATE SERVICES

Young Adults Vulnerable Without Estate Plan

01.01.2017 Thomas E. Junkin, Senior Vice President, Personal Trust Services and Operations

Research is confirming our experience that an astonishing number of younger adults and families are without a will. We look at the distinct estate planning needs of younger generations.
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MARKET COMMENTARY

CETA Broadens Trade Horizons

01.01.2017 Giles D. Marshall, Vice President, Portfolio Manager

Signed with little ado in October, we take a closer look at the Canadian/European Union trade agreement that is focused on creating new opportunity for Canadian businesses.
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TRUST & ESTATE SERVICES

Estate Planning for Life in the Middle

12.02.2016 Fiduciary Trust Canada

Feeling sandwiched is familiar these days as more people are caring for children and elderly parents. Consider your estate plans with that dual role in mind.
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TRUST & ESTATE SERVICES

What Would Aristotle Do?

10.01.2016 Fiduciary Trust Canada

See what Aristotle and today's blended families share in common. We highlight the unique challenges and surprising ripple effects of important estate planning decisions.
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TRUST & ESTATE SERVICES

Virtual Money Adds New Twist to Estate

07.01.2016 Fiduciary Trust Canada

What about the bitcoin? As more people own virtual currencies, executors are challenged to deal with this new digital reality. We help answer the question, before money is locked or lost forever.
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TRUST & ESTATE SERVICES

The Future as You See It

07.01.2016 Thomas E. Junkin, Senior Vice President, Personal Trust Services

Take a will, add a codicil or perhaps a letter of wishes—all examples of documents that, properly structured, can speak effectively on your behalf. Learn how the pieces work alone and in concert.
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TRUST & ESTATE SERVICES

Experience Shapes Successful Trusts

06.01.2015 Thomas E. Junkin, Senior Vice President, Personal Trust Services

At times, trust intentions and practical realities are mismatched. It takes experience to identify potential trouble spots. Read about situations that highlight the gaps and how to close them so a better future unfolds.
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TRUST & ESTATE SERVICES

An All Together Powerful Option

04.02.2015 Fiduciary Trust Canada

Learn about a power of attorney option that can help lighten the load for everyone.
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TRUST & ESTATE SERVICES

The Special Needs of Sibling Support

04.01.2014 Thomas E. Junkin, Senior Vice President, Personal Trust Services

Experience and research tell us the concerns of siblings who care for a disabled brother or sister are often overlooked. We highlight how parents and siblings can create a strong succession plan.
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