Adamson Wealth Group

Adamson Wealth Group Helping you build, protect, and enjoy your wealth with confidence. The information contained herein may not be suitable for all types of investors. operates.

The information on this page was prepared by Jessica Perry, who is a Wealth Advisor with iA Private Wealth Inc., and does not necessarily reflect the opinion of iA Private Wealth. The information contained on this page is taken from sources we consider reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation as of the publica

tion date and may change without notice. Furthermore, they do not constitute an offer or a solicitation to buy or sell the securities mentioned. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and trade name under which iA Private Wealth Inc.

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

Equity markets remained volatile in July as investors weighed concerns around AI-related spending, higher oil prices, an...
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.

With another school year getting underway, now is a great time to take a look at your child or grandchild's RESP — wheth...
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.

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

In June, worldwide enthusiasm about artificial intelligence (AI) remained strong, leading to broader participation acros...
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.

Overall, Canadian and U.S. equities were strong in May, helped by solid corporate earnings and improved investor sentime...
06/11/2026

Overall, Canadian and U.S. equities were strong in May, helped by solid corporate earnings and improved investor sentiment as geopolitical tensions began to ease. First-quarter earnings came in well above expectations, helping to reinforce confidence in future growth. This strength was driven by continued investment in artificial intelligence and digital infrastructure, which remain key themes across the information technology and communication services sectors. The S&P 500 Index closed the month with nine straight weeks of gains, something that has only happened four other times in the past 40 years.



Overall, Canadian and U.S. equities were strong in May, helped by solid corporate earnings and improved investor sentiment as geopolitical tensions began to ease.

If you’ve been thinking about buying your first home, there’s been no shortage of headlines lately —new programs, changi...
05/13/2026

If you’ve been thinking about buying your first home, there’s been no shortage of headlines lately —new programs, changing rules, and shifting affordability.

But from our perspective, the real story isn’t just that there are more incentives available. It’s that there are now more planning opportunities—if they’re used thoughtfully.


If you’ve been thinking about buying your first home, there’s been no shortage of headlines lately —new programs, changing rules, and shifting affordability. But from our perspective, the real story isn’t just that there are more incentives available. It’s that there are now more planning ...

With ongoing headlines surrounding oil prices, inflation, interest rates, and global uncertainty, many investors are und...
05/12/2026

With ongoing headlines surrounding oil prices, inflation, interest rates, and global uncertainty, many investors are understandably wondering what this means for their portfolios. While these risks can create short-term market volatility, they also reinforce the importance of disciplined portfolio construction and prudent long-term money management.

With ongoing headlines surrounding oil prices, inflation, interest rates, and global uncertainty, many investors are understandably wondering what this means for their portfolios. While these risks can create short-term market volatility, they also reinforce the importance of disciplined portfolio c...

When thinking about family gatherings, you might focus on special occasions like holiday meals, birthday parties and ann...
04/30/2026

When thinking about family gatherings, you might focus on special occasions like holiday meals, birthday parties and anniversary celebrations. These are all good reasons to bring generations together, but there’s another gathering that’s equally important: the family financial meeting.

When thinking about family gatherings, you might focus on special occasions like holiday meals, birthday parties and anniversary celebrations. These are all good reasons to bring generations together, but there’s another gathering that’s equally important: the family financial meeting.

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Fonthill, ON
L0S1E6

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