Highlights

The Clean Energy Transition Hits a New Frequency

The global energy transition is no longer driven solely by climate policy. In a multipolar world where nations prioritize protectionism and decentralization of critical infrastructure, energy resilience has become a strategic imperative, even a matter of “national security” if you will.

Discipline During Times of Disruption

The past week may go down as one of the most critically important weeks in recent history, yet equity markets didn’t seem to notice. While the futures market was wildly oscillating, if you were only looking at the energy market indices, you might have missed out on the excitement entirely.


B CORP

SANDSTONE Recertifies as a B Corporation

We’re proud to announce that SANDSTONE has successfully recertified as a B Corporation over the summer! B Corps must undergo a rigorous B Impact Assessment (BIA) recertification process every three years to maintain their status, meeting high standards of social and environmental performance, accountability, and transparency.

B Corp - Best for Workers 2022

We have been recognised for our positive impact on employees.

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EDUCATION

Do You Own Gold? Central Banks Do!

For the first time in over three decades, foreign central banks own more gold than U.S. Treasury bonds as a percentage of their reserves. What does this mean for the U.S. dollar’s privileged position as global reserve currency?

Concentration Risk: Comparing Apples to Apples

Concentration risk can be a double-edged sword, offering the potential for significant gains but also exposing investors to devastating losses. Recent market trends have amplified this risk, making it crucial for investors to understand and manage their portfolio concentration effectively.

All EDUCATION

INSPIRATION

Our latest community partnership is a slam dunk!

To build on this legacy of giving and making a social impact, we are excited to be the lead champion of the Calgary Surge Assist initiative.

Youth of Distinction Awards 2023

The Youth of Distinction Awards (YODA) recognize deserving youth, 12-18 years of age or still in high school, for the remarkable ways in which they have chosen to live.

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INVESTMENTS

The Clean Energy Transition Hits a New Frequency

The global energy transition is no longer driven solely by climate policy. In a multipolar world where nations prioritize protectionism and decentralization of critical infrastructure, energy resilience has become a strategic imperative, even a matter of “national security” if you will.

Discipline During Times of Disruption

The past week may go down as one of the most critically important weeks in recent history, yet equity markets didn’t seem to notice. While the futures market was wildly oscillating, if you were only looking at the energy market indices, you might have missed out on the excitement entirely.

All INVESTMENTS

WORLD NEWS

Discipline During Times of Disruption

The past week may go down as one of the most critically important weeks in recent history, yet equity markets didn’t seem to notice. While the futures market was wildly oscillating, if you were only looking at the energy market indices, you might have missed out on the excitement entirely.

31ST CITIC CLSA Investors' Forum Highlights

Our CEO and Chief Investment Strategist, Sharon Watkins, recently attended Asia’s premier and longest-running investor forum to unpack the critical macro, geopolitical, and strategic issues that will shape portfolios in the years to come. Hong Kong was bustling as always. Conversations were open and dynamic.

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ARTICLE LIST

The Clean Energy Transition Hits a New Frequency

20 Mar 2026

The global energy transition is no longer driven solely by climate policy. In a multipolar world where nations prioritize protectionism and decentralization of critical infrastructure, energy resilience has become a strategic imperative, even a matter of “national security” if you will.


Discipline During Times of Disruption

13 Mar 2026

The past week may go down as one of the most critically important weeks in recent history, yet equity markets didn’t seem to notice. While the futures market was wildly oscillating, if you were only looking at the energy market indices, you might have missed out on the excitement entirely.


I'm Retired... Now What?

20 Feb 2026

We all know that “health is wealth” and “time is money,” yet when it comes to the years leading up to retirement, many are not prepared for the decades ahead. Much of it comes down to mindset. 


Generational Wealth Planning and the 21-Year Deemed Disposition Rule: What Budget 2025 Changes

28 Nov 2025

The 2025 Canadian federal budget introduced significant changes to the taxation framework for trusts, notably tightening rules around the trust-to-trust transfer provisions designed to restrict tax avoidance related to the 21-year deemed disposition rule. 


SANDSTONE Recertifies as a B Corporation

27 Oct 2025

We’re proud to announce that SANDSTONE has successfully recertified as a B Corporation over the summer! B Corps must undergo a rigorous B Impact Assessment (BIA) recertification process every three years to maintain their status, meeting high standards of social and environmental performance, accountability, and transparency.


Closing the Cottage for the Season: A Financial and Family Review

09 Oct 2025

Whether you're considering maintenance, renovations, or even the future of the cottage itself, this seasonal close is an opportunity to reflect and plan for what's ahead.


Do You Own Gold? Central Banks Do!

02 Oct 2025

For the first time in over three decades, foreign central banks own more gold than U.S. Treasury bonds as a percentage of their reserves. What does this mean for the U.S. dollar’s privileged position as global reserve currency?


The Future of Wealth Management: Open Banking Opportunities for Our Clients

14 Jul 2025

SANDSTONE’s portfolio manager and partner Niki Dunne recently attended the Toronto Open Banking Expo, where 600+ industry leaders, regulators, and innovators gathered to discuss the current state and future of open banking in Canada.


“One Big Beautiful Bill” Could Trigger Major Changes in Cross-Border Taxation

03 Jun 2025

As the U.S. continues to grapple with fiscal pressures, the Trump administration’s sweeping tax and spending package, dubbed the “One Big Beautiful Bill Act,” has cleared the House of Representatives and now faces Senate scrutiny. Among the most consequential measures for Canadians: a new excise tax on outbound money transfers by non-citizens and a sharp increase in tax on U.S.-source income.


RRIF 25% Minimum Reduction on the Table: Why Waiting to Withdraw Could Be a Smart Move

05 May 2025

In the lead-up to the federal election — and amid market volatility driven by ongoing trade tensions — the Liberal government proposed a temporary 25% reduction in the minimum required withdrawals from Registered Retirement Income Funds (RRIFs) for one year.


SOCIAL MEDIA

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