Mailey Rogers Group

06/03/2026

Our May Monthly Update has now been posted on our website: maileyrogers.com

"As we pass the halfway mark of 2026, markets have proven more resilient than many expected. Given the headlines dominating the news cycle, from geopolitical conflict and trade uncertainty to ongoing concerns around inflation and economic growth, it’s understandable that many clients are asking the same question: “If the world feels so uncertain, why are markets doing so well?”

A recent commentary from our Chief Investment Officer, Andy Nasr, captured this dynamic particularly well. He compared the current environment to a shadow—not a sign that the object itself has changed, but rather that the angle of the light has shifted.1"

Click here to read more: https://maileyrogers.com/review-of-may-and-market-outlook-6/

Your Questions, Our Perspective   May 2026 Year to Date 1 year 3 year 5 year 10 year S&P/TSX Composite S&P 500 (U$) S&P 500 (C$) MSCI EAFE (C$) Source: Equity Index and Currency Data: Bloomberg Data as of May 31, 2026. As we pass the halfway mark of 2026, markets have proven more resilient than man...

05/04/2026

We’ve just shared our Spring 2026 Economic Update, from our Wealth Management Taxation, Scotia Capital Inc. team, highlighting key themes shaping markets right now and what they could mean for investors.

If you’re curious about where we’re seeing risk and opportunity, you can read the summary here:

On April 28, 2026, in Ottawa, Canada’s Minister of Finance and National Revenue, François-Philippe Champagne, delivered the 2026 Spring Economic Update (2026 Economic Update), titled “Canada Strong For All”. The economic and fiscal update, commonly known as the economic statement, traditional...

05/04/2026

Our April Monthly Update has now been posted on our website: maileyrogers.com

"Markets have felt unsettled lately. Geopolitical tensions, higher energy prices, and shifting expectations around interest rates have combined to create sharper day‑to‑day market moves. Volatility has returned, sometimes intraday, and headlines have again begun to dominate investor sentiment.
Periods like this are uncomfortable, but they are not unusual.

Markets do not move in straight lines, particularly when uncertainty increases."

Click here to read more: https://maileyrogers.com/review-of-april-and-market-outlook-6/

04/02/2026

Our March Monthly Update has now been posted on our website: maileyrogers.com

"March reminded investors that markets do not move in
straight lines, particularly when global geopolitics re-enter
the foreground. Headlines surrounding Iran and the Middle
East dominated investor sentiment throughout the month, contributing to sharp swings between “risk on” and “risk off” days. While uncertainty remains elevated, it’s important to separate short-term market noise from longer-term fundamentals.

The most significant geopolitical development this month has been the escalation, and intermittent de escalation, of tensions involving Iran. At the centre of market concern is the Strait of Hormuz, one of the world’s most critical energy chokepoints. Roughly 20% of global oil supply flows through this narrow passage, making it uniquely important to global energy prices and inflation expectations."

Click here to read more: https://maileyrogers.com/review-of-march-and-market-outlook-6/

03/24/2026

Are you confident your family’s wealth is protected for the next generation?

Many families assume their estate plan is “good enough” until a relationship breakdown, blended family dynamic, or outdated will puts that legacy at risk.

Join us for an insightful session on Protecting the Family Legacy: Estate & Family Law Strategies for the Next Generation, where two leading lawyers from Lindsay Kenney LLP will walk through practical strategies to protect your wealth, your intentions, and your family.

🗓 Thursday, April 9, 2026
⏰ 1:00–2:00 PM
📍 In‑person (West Vancouver) or Virtual- Lunch and light refreshments will be provided.

We’ll cover:
• Wills, Powers of Attorney & Representation Agreements
• Probate fee planning & trust strategies
• Protecting inheritances from relationship breakdowns
• Blended families, Wills variation claims & family law considerations

If you have children, significant assets, or simply want peace of mind- you won’t want to miss this.

👉 Register below – space is limited
https://maileyrogers.com/protecting-the-family-legacy-estate-family-law-strategies-for-the-next-generation/

03/11/2026

Our February Monthly Update has now been posted on our website www.maileyrogers.com

"February marked another strong month for markets, playing out against a mix of economic data, corporate earnings, and shifting policy expectations. However, the landscape shifted over the weekend as geopolitical tensions escalated with U.S. and Israeli strikes against Iran. ..."

Click here to read more: https://lnkd.in/gvX6S6zw

01/07/2026

Our December Monthly Update has now been posted on our website.

"Happy New Year! Like many of you, I will probably be writing “2025” on forms for the next month, but what a year it was! Markets faced plenty of uncertainty: a U.S. political shake-up, a bear market south of the border, gold surging, crypto hitting lows, and ongoing geopolitical tensions. Despite the uncertainty, markets delivered strong results in 2025, and we’re pleased with how our client portfolios performed throughout the year.

2026 will bring its own surprises, but rest assured our team is monitoring markets every day and managing portfolios dynamically to keep you aligned with your goals. Sometimes, no knee-jerk reaction is the best move, and that’s where discipline matters.

Over the past year, Brad and I had many conversations with clients asking, “When will the ride stop?” after three strong market years..."

Click here to read more:

Three Strong Years, Could There Be a Fourth?   December 2025 1 year 3 year 5 year 10 year S&P/TSX Composite S&P 500 (U$) S&P 500 (C$) MSCI EAFE (C$) Source: Equity Index and Currency Data: Bloomberg Data as of December 31, 2025. Happy New Year! Like many of you, I will probably be writing “2025.....

12/09/2025

Our November Monthly Update has now been posted on our website.

"November was a month that reminded us how fast and far the market’s favourites can fall. Over a three-week stretch some of the biggest AI (artificial intelligence) and Crypto related companies dropped significantly with the market showing concern the party was over.

Our team continues to recommend diversification (known as the market’s only free lunch) and investing in quality companies. A great mitigator to potential big swings in the market’s biggest companies.

A recent publication from our Global Investment Solutions team

“Unprecedented equity market concentration has increased risks of a pullback, with the top 10 stocks in the bellwether S&P 500 benchmark now comprising their highest aggregate weight in the last 30 years. In other words, the top 2% of stocks in the ~500 stock index now exert a more outsized influence on overall performance than before. While this concentration has fueled returns through much of the post-pandemic era, it has also introduced significant risk as index concentration can cut both ways. Just as these top companies have delivered strong returns in recent years, they could also amplify losses if one or more of them falter.”

Click here to read more:

Santa Claus Rally   November 2025 Year to Date 1 year 3 year 5 year 10 year S&P/TSX Composite S&P 500 (U$) S&P 500 (C$) MSCI EAFE (C$) Source: Equity Index and Currency Data: Bloomberg Data as of November 30th, 2025. November was a month that reminded us how fast and far the market’s favourites c...

11/12/2025

A moving morning in West Vancouver as our community gathered to remember those who served. The Mailey Rogers Group is proud to honour their legacy.

It was also wonderful to see family friend Harry Greenwood, 100 years old and a Royal Navy veteran, whose smile and resilience are a living reminder of the freedoms we cherish. Lest we forget.

11/06/2025

Our October Monthly Update has now been posted on our website.

"October was one of those months where everything seemed to happen at once—market continued their momentum, central banks made big decisions, earnings rolled in, and for Canadians, baseball stole the spotlight. Whether you were watching the Toronto Blue Jays or tracking the latest economic headlines, there was a lot to take in."

Let’s start with the markets. Equity performance was strong in the third quarter, but leadership remained narrow."

Click here to read more:
https://maileyrogers.com/review-of-october-and-market-outlook-5/