The Webster Group

The Webster Group An experienced team of professionals who each provide a unique skill set to meet your evolving needs

What if the biggest market risks aren't the ones making headlines?In this latest outlook, The Cobra Effect, Andy Nasr ex...
08/05/2026

What if the biggest market risks aren't the ones making headlines?

In this latest outlook, The Cobra Effect, Andy Nasr explores how policy decisions, tariffs, AI innovation, and global events can create unexpected consequences that shape markets and investment opportunities in ways few anticipate.

An interesting read on the importance of staying diversified, disciplined, and focused on the long term.

Read on, and if you'd like to discuss how these themes may impact your financial plan, don't hesitate to reach out.

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Following our recent market update discussion, the full CUSMA piece we referenced is now available, covering:• What's at...
06/30/2026

Following our recent market update discussion, the full CUSMA piece we referenced is now available, covering:
• What's at stake for Canada, the U.S. and Mexico
• Key scenarios for how negotiations could unfold
• Portfolio considerations across each outcome

And if you missed our recent market discussion, you can find it in my latest post.

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06/18/2026

I sat down with our Walid Khalid, Director of Investment Strategy to discuss a few of the key topics clients are asking about right now:

• Trade negotiations & what they could mean for Canada
• Recession headlines — what’s real vs. noise
• Gold’s recent moves — and what’s driving them
• What to watch with upcoming U.S. midterms

If one of these topics has caught your attention lately, this short conversation provides helpful context.

The biggest risk to your legacy might not be financial - it could be communication. Take a minute to read more on this:
06/05/2026

The biggest risk to your legacy might not be financial - it could be communication.
Take a minute to read more on this:

scotiawealthmanagement.com

Missed the latest economic update? Here's a quick, easy-to-digest summary of what it could mean for you and your family....
05/11/2026

Missed the latest economic update? Here's a quick, easy-to-digest summary of what it could mean for you and your family.

scotiawealthmanagement.com

Owning a holding corporation can create valuable tax‑planning opportunities—but only when it's structured thoughtfully.F...
04/08/2026

Owning a holding corporation can create valuable tax‑planning opportunities—but only when it's structured thoughtfully.

From investment income & passive income rules, to estate & succession considerations, this article highlights the key tax insights business owners should understand as their wealth grows.

If this raises questions about your own corporate structure or planning approach, connect with me for a discussion.

scotiawealthmanagement.com

03/19/2026

The Iran conflict is creating meaningful ripple effects across global markets.
As part of our commitment to keeping clients informed, I sat down with Walid Khalid, Director of Investment Strategy, to provide timely clarity on what matters most for investors right now:
• The scale of the disruption to global oil supply
• Why inflation expectations and interest rates may be affected
• How geopolitical shocks typically unfold in three phases
• What history shows us about market recovery after conflict
• Why diversification and high‑quality assets remain essential

Watch the full conversation below.

With so much happening on the world stage right now, perspective matters. This new Enriched Thinking™ piece offers a cle...
03/12/2026

With so much happening on the world stage right now, perspective matters.
This new Enriched Thinking™ piece offers a clear, level‑headed look at how markets have responded to geopolitical events throughout history, and why that context is so valuable today.

scotiawealthmanagement.com

If you're interested in where AI meets economics and markets, this deep‑dive from Walid Khalid, CFA (Director, Investmen...
03/06/2026

If you're interested in where AI meets economics and markets, this deep‑dive from Walid Khalid, CFA (Director, Investment Strategy) and Juan Manuel Herrera (Senior Economist, Investment Strategy) is worth setting a few minutes aside for.

scotiawealthmanagement.com

The latest global conflict is driving market volatility. Our Global Investment Solutions team shares their perspective, ...
03/03/2026

The latest global conflict is driving market volatility. Our Global Investment Solutions team shares their perspective, and why diversified portfolios are built for moments like this.

scotiawealthmanagement.com

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