News & Media

Portfolio Perspective: Fixed Income

Fixed income portfolio allocations continue to evolve under the neutral rate policy of the Bank of Canada (BoC). This approach is to maintain an interest policy rate consistent with full employment, trend growth and stable prices. It is an important concept in order to understand how your fixed income portfolio will be impacted looking forward. … Continue reading Portfolio Perspective: Fixed Income

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Economic Outlook February 2018

After years of solid job creation, the labour market has tightened as evidenced by a U.S. jobless rate of just 4.1% (a multi-year low) and climbing job openings, both of which point to increases in wage inflation and hence overall inflation. Note that job creation now seems to be tilting towards sectors with higher wage … Continue reading Economic Outlook February 2018

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Taxing Issues for Entrepreneurs in 2018

As late as December 15th, private business owners (referred to as Canadian-controlled Private Corporations or CPCC) will have major Canadian personal tax changes effective January 2018. This process began in July 2017 and engaged over 20,000 responses primarily from small business owners. The push back included the Canadian Chamber of Commerce President, Perrin Beatty who thundered … Continue reading Taxing Issues for Entrepreneurs in 2018

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Hampton Securities Grows Again!

Hampton Securities Limited is pleased to announce three professionals have joined our highly qualified team.  Mr. Michael MacMenamin has joined the firm’s institutional trading group in Toronto. Mr. Rafael Garcia has joined the firm’s Wealth Management Group in Toronto, as Vice President and Portfolio Manager. Mr. Steven Carinci has joined the firm’s Wealth Management Group … Continue reading Hampton Securities Grows Again!

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Monday Monitor- August 7 Selling Sunshine!

With the lowest unemployment rate announced on August 4, 2017 since 2008, the summer sunshine is warm in Canada. Canadian employment rose by 11,000 jobs in July according to the Labour Force Survey. That was a touch below consensus expectations. The unemployment rate dropped two from 6.5% to 6.3% (the lowest since October 2008). Self-employment … Continue reading Monday Monitor- August 7 Selling Sunshine!

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Monday Monitor – July 17th House Price Index

The Teranet–National Bank National Composite House Price Index TM rose 2.6% in June, the largest increase for that month in the index’s 19-year history. The table below breaks it down metropolitan areas: City Hamilton Toronto Quebec City Vancouver Victoria Edmonton Halifax Montreal Ottawa June Change +4.1% +3.7% +3.7% +2.5% +2.2% +1.8% +1.7% +1.6% 1.2%    Year over year, … Continue reading Monday Monitor – July 17th House Price Index

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Taking Stock at the 2017 Economic Midpoint (MGIS)

An update with a difference as investors watch a day time poltiical drama unfold at the midpoint of 2017. These distractions may create a diversion from the underlying realities that world economies are generally strengthening overall. Michael Graham Investment Services (MGIS) offers a fulsome and entertaining review of current global economic conditions. MGIS declares that the … Continue reading Taking Stock at the 2017 Economic Midpoint (MGIS)

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Monday Monitor: July 10th Bank Speak Week

A big week coming up for the Bank of Canada (BoC) after a strong June jobs report coupled with a stronger Canadian dollar will focus attention on the BoC statement on monetary policy due on Wednesday July 12th. For the first time in seven years, the central bank could actually raise interest rates. The broad-based … Continue reading Monday Monitor: July 10th Bank Speak Week

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Monday Monitor May 15th, 2017 “CPI Numbers for Canada”

Monday Monitor for May 15th, 2017 Financial Markets Last Week With a look at the year-to-date (Y-T-D) comparisons of the major financial markets, the divide between global and international market expectations with their underlying sectors or industries emerges for the first half of 2017. Canada’s main exchange the S&P/TSX60 Composite Index and its two main sectors of energy … Continue reading Monday Monitor May 15th, 2017 “CPI Numbers for Canada”

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Monday Monitor May 8th 2017: “Housing Reports Cool in April”

Monday Monitor for May 8th, 2017 The Last Week Entrepreneurs and business owners pull through to be the major engine of modest job growth for a mixed Canadian April jobs report. This contrasted the stronger U.S. job growth at  211,000 in April above the consensus forecast of 190,000. While each central bank held their interest … Continue reading Monday Monitor May 8th 2017: “Housing Reports Cool in April”

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Monday Monitor May 1st 2017: “After beating expectations the last 7 of the 8 prior months, the Canadian economy took a breather”

Monday Monitor for May 5, 2017 The Last month In February 2017, Canada’s Gross Domestic Product (GDP) reported a flat 0.1% increase. There is no need for concern, according to our partners at National Bank Financial Economic and Strategy Group (NBF). Even with a modest February and March level of overall economic activity, Canada’s economy … Continue reading Monday Monitor May 1st 2017: “After beating expectations the last 7 of the 8 prior months, the Canadian economy took a breather”

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What does retirement look like, really?

Retirement is a process of losing and finding your identities. The financial challenges of preparing for retirement can be managed in many ways. It always begins with a solid and dynamic financial plan. The psychological plan should also be invested in too. The reality of discovering that within an employment capacity, you are indispensable, is … Continue reading What does retirement look like, really?

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Entrepreneurial Insights from Budget 2017

Entrepreneurs and those business owners who operate through a private corporation, known in tax lingo formally as a “Canadian-controlled private corporation” (CCPC), often do so for a variety of tax reasons. While the recent Federal Budget in March 2017 did not change the corporate tax rates or the tax treatment of CCPCs, the various tax … Continue reading Entrepreneurial Insights from Budget 2017

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Entrepreneurs: Have the “Money Talk”

Time to have the “Money Talk”. Financial and Tax Planning are common catalysts in the first quarter of each year, regardless of when you file your taxes. Our Advisors at Hampton Securities would recommend entrepreneurs take it a step further. It is an ideal time to have the “Money Talk” with family and partners to … Continue reading Entrepreneurs: Have the “Money Talk”

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Shareholder agreements for Entrepreneurs

Key considerations for any business size

Trump Trades and Tariffs Update

After months of negotiations and looming tariffs, Canada finally agreed to a revamped trade deal with the U.S. and Mexico. The “United States-Mexico-Canada Agreement” (USMCA for short) will replace NAFTA. Financial markets were indifferent to the new NAFTA, as Canada averted deepened trade wars and was able to protect the essential auto industry from steel … Continue reading Trump Trades and Tariffs Update

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Five Steps To Succession Planning

Let’s face it, Canadian Entrepreneurs avoid succession planning. It is like Estate Planning for your business, yet similar to a will, it is often human nature to avoid planning for transitions. If not addressed, your legacy is in jeopardy. Once of the most effective ways to build a succession plan is through an advisory board. … Continue reading Five Steps To Succession Planning

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Update To Tax Changes for Business Owners

As we enter the last quarter of 2018, more than a year after the proposed federal tax changes that impact entrepreneurs and business owners, a reminder of the changes is helpful especially for those that have an investment implication. These impacts include: After the 2018 tax year, the small-business deduction limit will be reduced by … Continue reading Update To Tax Changes for Business Owners

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Yellow Light For Global Investors

Rising protectionism with emerging trade wars and tariffs are moving from the rhetorical to the possible over the summer. Concerns over protectionism have cast a financial funk over global markets despite record earnings in many cases. Downside risks to the Canadian economy have arguably increased amidst an apparent deterioration in the trade relationship with the … Continue reading Yellow Light For Global Investors

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Canada’s Economy Brightens and Inflation Heats Up

Inflation is the thermometer of economic activity in Canada, which is heating up. Our partners at NBF Economics point out that inflation is rising in Canada led by food prices. These particularly impacts retirees and working families the hardest as they have rising expenses and/or fixed income lags the increases in inflation. May’s 2018 Canadian … Continue reading Canada’s Economy Brightens and Inflation Heats Up

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Monday Monitor: 2018 Job Numbers Lag

Although the Canadian (and U.S.) job and employment numbers announced on Friday July 6th were positive, the trends in each country are contrasting. The Canadian job numbers have not done well in comparison to strong U.S. employment. These differences will create contrasts in our interest rate and economic policies. As our partners at National Bank … Continue reading Monday Monitor: 2018 Job Numbers Lag

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Oh, Canada? Business Is Positive But …

Trade wars and tariffs, and many other aliments don’t seem to be impacting Canada’s business owners, but? Gross Domestic Product (GDP) crept up mildly by .1% or 10 basis points with the Friday, June 29 Statistics Canada announcement. Results were modestly in-line with Canada’s economic expectations for April 2018. These results coincided with Bank of … Continue reading Oh, Canada? Business Is Positive But …

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Selling Family-Owned Businesses

Selling a private family-owned business is an exciting and a trying business. The challenge to transition a family business or wealth created from it to the next generation is significant. As Forbes states “Less than one third of family businesses survive the transition from first to second generation ownership. Another 50% don’t survive the transition … Continue reading Selling Family-Owned Businesses

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Monday Monitor: Inflation Watch

Sometimes disappointing economic news on jobs can be a positive outcome for the inflation watch. Investors seemingly shrugged off the 7,000 Canadian job losses for the May 2018 employment report. This disappointing economic news instead focused headlines away from the decade-low jobless rate of 5.8% and acceleration of wage growth. Indeed, the 3.9% year-on-year increase … Continue reading Monday Monitor: Inflation Watch

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Hampton Financial Corporation (HFC) Offering June 2018

Please review our upcoming HFC Convertible Debenture Offering. FOR DISCUSSION PURPOSES ONLY. This is not a subscription agreement. Please right click on the links below to open in a separate window/tab. HFC Corporate Presentation June 2018 HFC Hampton – Convertible Debenture Offering Teaser June 2018 Hampton Convertible Debenture June 2018 – Term Sheet   Disclaimer: … Continue reading Hampton Financial Corporation (HFC) Offering June 2018

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