Leif Erickson, Financial Advisor

Brian Belski, BMO Capital Markets' Chief Investment Strategist, joined CNBC to discuss his investment strategy, the Fed, jobs, inflation, and earnings, and how he sees particular strength in small- and mid-cap stocks.

“It’s the first time in 11 years that I’ve been overweight small-, mid- versus large, because of the cashflow and the balance sheet strength in those areas.”

Watch the full clip here:

BMO's Brian Belski's bull case for stocks for 2023 Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.

The Shatkosky Erickson Wealth Advisory is proud to sponsor the U13 Waterloo Wolves AAA for the 2022-2023 season… Go Wolves!

This Remembrance Day, and everyday, we remember the fallen and honour our heroes.

This week’s BMO Capital Markets’ Focus “Robots to the Rescue?” is now available. http://spr.ly/6006MQJZC

Wishing everyone some safe and fun trick-or-treating. Happy Halloween!

Looking for the most up to date wealth management insights? Check out our fall newsletter and reach out to me for more information. http://spr.ly/6000MWfbs

May the diyas light lead you onto the road of growth and prosperity, Happy Diwali.

What are bonds and how do they work? This article outlines the relationship between interest rates and bond prices and yields, and discusses the asset class’ value in a portfolio.

Bonds 101: What to know about the investment asset class Bonds are, essentially, loans from investors to governments or corporations. There are many types of bonds, including government, corporate, high-yield and foreign bonds. Here’s how they work and the benefits – and risks – of the investment asset class.

While volatility is a guarantee, how you respond to it will have a tremendous impact on your future portfolio return. While it may be hard to see now, time in the market always beats timing the markets… especially when you consider the last two times stock market participants were this bearish was the credit crisis low in 2009 and the pandemic low in 2020. The average 12-month return for the S&P 500 coming out of those lows was +77.2% and the average 24-month return was +110.7%.

Things will get better as they always do. If you want to read more, our BMO Private Wealth Investment Management team provides an update on the markets and shares their perspective given current events:

It's Always Darkest Before Dawn  

Our BMO Private Wealth Investment Management team provides an update on the markets and shares their perspective given current events:

It's Always Darkest Before Dawn  

Every economic downturn presents opportunities. For company leaders, it’s a chance to make strategic decisions that can help their businesses not just weather the storm but come out of it stronger than before. But what’s the best way to capitalize on the opportunities that are unique to a challenging economic environment?

Strategies for Emerging from the Downturn Stronger Than Ever Emerging stronger from a downturn requires vision and leadership from the top. When you have that in place, you’ll be able to make the strategic decisions that can help your business grow as well as attract and retain the right people who can help your organization meet its goals.

Wishing you and your loved ones a wonderful Thanksgiving.

You’ve devoted yourself to providing for your family and saving for a comfortable retirement, but have you planned for what would happen if you were no longer around to take care of things?

Estate planning is too important to ignore. Reach out to discuss your personalized plan.

Importance of Estate Planning  

This week’s BMO Capital Markets’ Focus “China: The Housing Crisis Will (Eventually) End” is now available. http://spr.ly/6004MnLik

This week’s BMO Capital Markets’ Focus “Midterm Marking” is now available. http://spr.ly/6003MrjNc

Rising rates have stopped real estate investors from making the foray into new purchases. As rates rise, so do the requirements for the stress test - while prices continue to fall, the costs have increased in the form of higher interest rates and property taxes. This trend could continue until the Bank of Canada decides rate hikes are no longer required to tame inflation.

Rising rates have 'really stopped' real estate investors: Broker - BNN Bloomberg It’s not only end users in the housing market who have been sidelined by rising interest rates, real estate investors are also being deterred from snapping up properties, according to one Toronto-area broker.

GIC payouts get supercharged as BoC hikes rates again. A GIC is a great way for investors to 100% guarantee their investment - as interest rates rise, banks increase the guaranteed rate of return on their cash secured investment products, such as a GIC (Guaranteed investment certificate) or the HISA (High Interest Savings Account). These are great products for individuals who are having a tough time with the volatility of the markets but don't want their cash to be destroyed by inflation.

If you would like a 'risk free' hedge against inflation, send me a note!

GIC payouts get supercharged as BoC hikes rates again - BNN Bloomberg As borrowers bemoan yet another massive interest-rate hike by the Bank of Canada, savers are getting a long overdue reward.

This week’s BMO Capital Markets’ Focus “Mexico: Peso Perky but Policies Polarizing” is now available. http://spr.ly/6009MOkFX

Wishing everyone a fun filled Labour Day weekend! How are you spending it?

There are many encouraging signs that inflation may have peaked... if you would like to learn more, I recommend checking out the latest report from BMO Chief Economist, Doug Porter. Inside are some valuable insights as to where we stand and where we might be headed : http://spr.ly/6003MJG1t

Tune into the latest episode of Business Unplanned, where host Michael Hyatt is joined by Robert Kavcic, Director and Senior Economist for BMO Capital Markets, to discuss the economic challenges that businesses continue to face, and how they can use the current trends to get ahead. Listen now to uncover these six trends: http://spr.ly/6045MHtxx

Leif Erickson, Financial Advisor updated their business hours.