Wagner Investment Management Team

06/18/2026

Renting out your home can bring cash, but it can also bring complications. Despite the financial benefits of short-term rentals, experts say many first-time hosts underestimate the legal, financial, and lifestyle tradeoffs. Here's what to know.

Short-term rentals can help cover housing costs, but experts say many first-time hosts underestimate the legal, financial, and lifestyle tradeoffs.

06/17/2026

A new survey indicates that affordability pressures and inflation fears are driving decision-making factors among Canadian investors, highlighting the need for advisors to address these concerns. Here's how.

New quarterly pulse check reveals inflation and affordability dominate how Canadians are approaching their portfolios

06/16/2026

Not sure where to buy real estate in Canada? These are the regions and neighbourhoods offering the best long-term value for home buyers in 2026 based on affordability, price trends, and other key factors.
https://ow.ly/opvL50Zc68e

06/15/2026

A tentative peace agreement between the U.S. and Iran aims to ease tensions in the region, with plans to reopen the critical Strait of Hormuz for global shipping. Here's how the news is impacting markets and oil prices.

Investors reposition after signals of easing regional disruption

06/09/2026

For Canadians residing outside the country, CPP and OAS benefits remain accessible, but it's important to navigate the complexities of international banking and taxation. Here is what to know.

The dream of retiring somewhere warm and less expensive is real — but before you pack your bags, here’s what happens to your CPP and OAS payments if you leave Canada for good

06/08/2026

"June 2026 Market Update – Strong Equity Gains, Oil Volatility, and Persistent Inflation Signals
This month’s market update highlights the key developments shaping May’s market performance—and what investors are watching as we move deeper into Q2.

📊 Inside the update:
➡️ Equity markets posted strong gains, supported by upbeat corporate earnings and easing geopolitical tensions.
➡️ Oil prices were volatile, declining sharply late in the month as expectations for increased supply improved.
➡️ Inflation remained elevated, with energy prices continuing to play a key role in both U.S. and Canadian CPI readings.
➡️ Central banks held rates steady, signaling that persistent inflation may delay anticipated rate cuts.
As markets respond to changing geopolitical dynamics and inflation pressures, our focus remains on helping investors stay disciplined, informed, and aligned with long-term objectives.
📘 Read the full June 2026 Market Update here: https://ow.ly/cK5850Z8VTn
"

Just prior to the start of May, the Bank of Canada, the U.S. Federal Reserve, and the European Central Bank all maintained their policy interest rates as inflationary pressures associated with higher energy prices continued to emerge.

06/08/2026

Back in Calgary after attending the 2026 Wellington-Altus National Partners Conference. It was a great opportunity for Patrick and me to connect with colleagues from across Canada, exchange ideas, and learn from industry leaders. We're looking forward to applying many of the insights and best practices we gained to continue enhancing the experience we provide to our clients.

06/05/2026

If you’re close to retirement or are a pensioner managing monthly budgets, it helps to know when your Old Age Security (OAS) benefits are paid out. Here’s how Canada’s OAS pension works, who’s eligible for OAS, and when you can start receiving benefits.

Here’s how Canada’s Old Age Security pension works, who’s eligible for OAS, when you can start receiving benefits, and the OAS payment dates in 2026.

06/04/2026

Canada fell into the technical definition of a recession in Q1, according to a recent Statistics Canada report. One expert shares how advisors can make sense of this news to clients, and potential investment opportunities in this environment.

CIO says it’s bad news, but that a focus on labels may not be very helpful

06/03/2026

Enjoying the beautiful views at Blue Mountain resort, for the 2026 National Partners Conference!