News & Insights

Financial advisors say they’re working hard to help clients separate short-term noise from long-term strategy.

Wes Ashton, a senior portfolio manager with Harbourfront Wealth Management in Vancouver, said the CUSMA review hasn’t generated many client conversations yet because of the volume of competing headlines. He expects, however, that more clients will begin asking how the evolving trade relationship could affect their financial plans.

“Over the last 18 months, we’ve had a lot of major headlines that investors and clients have had to deal with, you know, going back to trade and tariffs last year, … geopolitical risks and then increasing inflation most recently,” he said.  

Read more: Advisors help clients tune out trade, other noise – Investment Executive