Adamson Wealth Group

10/15/2026

A new vehicle, renovation, boat, cottage project or other large purchase often comes with the same question – should I pay for it outright, or should I finance it?

If you have money available in your investment accounts, paying cash can seem like the obvious choice. Why pay interest if you don't have to?

But before making a large withdrawal, it's worth looking at the bigger picture. Where the money comes from can be just as important as how much you need.

A new vehicle, renovation, boat, cottage project or other large purchase often comes with the same question – should I pay for it outright, or should I finance it? If you have money available in your investment accounts, paying cash can seem like the obvious choice. Why pay interest if you don't h...

10/06/2026

We hope you and your family are doing well and enjoying the fall.

We're pleased to provide you with the latest issue of our newsletter, covering a variety of financial topics – from investing and cash management to wealth planning and education savings.

We hope you and your family are doing well and enjoying the fall. We're pleased to provide you with the latest issue of our newsletter, covering a variety of financial topics – from investing and cash management to wealth planning and education savings. Here are some highlights:

10/06/2026

Markets don’t move in a straight line – and neither do our emotions.
When markets are rising, optimism can quickly turn into excitement and confidence.
When markets fall, that confidence can turn into anxiety, fear and even panic.

Markets don’t move in a straight line – and neither do our emotions. When markets are rising, optimism can quickly turn into excitement and confidence. When markets fall, that confidence can turn into anxiety, fear and even panic. The challenge is that our emotions can be strongest at exactly th...

09/30/2026

Markets continue to give investors plenty to watch.

Our latest Monthly Market Snapshot looks at what moved markets recently — including Canadian and U.S. equities, interest rates, inflation, commodities and more.

A quick read to help put the latest market activity into perspective.

S&P/TSX Composite Index reached a record high during the month before ending slightly lower, while the S&P 500 Index and Nasdaq-100 Index recorded their strongest August returns since 2021.

09/15/2026

There’s something really special about bringing together women from across the country who work in the same industry, face many of the same challenges, and have so much knowledge and experience to share.

A big thank you to iA Private Wealth for bringing us together and continuing to invest in opportunities for women in our industry.

08/26/2026

When markets are calm and your portfolio is growing, it’s easy to feel confident about investing.

The real challenge comes when markets become volatile. Headlines become alarming, social media fills with opinions, and suddenly it feels like everyone has an answer about what you should do with your money.

The truth is, our brains aren’t wired to make perfect financial decisions—especially when emotions are involved.

When markets are calm and your portfolio is growing, it’s easy to feel confident about investing. The real challenge comes when markets become volatile. Headlines become alarming, social media fills with opinions, and suddenly it feels like everyone has an answer about what you should do with your...

08/20/2026

Equity markets remained volatile in July as investors weighed concerns around AI-related spending, higher oil prices, and ongoing geopolitical tensions in the Middle East. Rising oil prices supported energy stocks and improved sentiment toward Canadian resource companies, particularly after the U.S. exempted energy and critical minerals from its proposed tariffs on Canadian imports. Although the Federal Reserve’s decision to keep interest rates unchanged initially unsettled markets, strong earnings from major technology companies and continued signs of easing inflation helped restore investor confidence.

Equity markets remained volatile in July as investors weighed concerns around AI-related spending, higher oil prices, and ongoing geopolitical tensions in the Middle East.

08/20/2026

With another school year getting underway, now is a great time to take a look at your child or grandchild's RESP — whether you're still contributing or getting ready to make your first withdrawal.

RESPs are a great way to save for education, but when it comes time to actually use the money, the withdrawal rules can sometimes feel a little confusing. The good news is that with a little planning, the process can be quite straightforward.

With another school year getting underway, now is a great time to take a look at your child or grandchild's RESP — whether you're still contributing or getting ready to make your first withdrawal.

07/23/2026

One of the most valuable parts of financial advice often has very little to do with investments.

This article highlights an important reality: financial advisors are often among the first professionals to recognize when a client or loved one may be struggling - not because of a portfolio, but because of changes in health, decision-making, or life circumstances.

The best financial planning isn't just about preparing for retirement or reducing taxes. It's about building trusted relationships, having difficult conversations before they're necessary, and helping families navigate life's most challenging transitions with dignity.

It's a perspective that closely reflects how we strive to serve the families who place their trust in us every day.

A worthwhile read for anyone caring for aging parents, supporting loved ones, or thinking about what comprehensive financial planning really means.

On this Canada Day, consider how we can help the clients who need us most

07/16/2026

In June, worldwide enthusiasm about artificial intelligence (AI) remained strong, leading to broader participation across global equity markets. Canadian equities posted modest gains during the month, although returns varied significantly by sector. In the U.S., market participation widened as small-cap and equal-weight equity benchmarks outperformed their large-cap counterparts, with investors rotating away from AI hyperscalers and toward more defensive sectors and small-cap equities. After a volatile first quarter, equity markets delivered a strong rebound in the second quarter.

In June, worldwide enthusiasm about artificial intelligence (AI) remained strong, leading to broader participation across global equity markets.