MARKET PERSPECTIVE — Global markets began 2026 with cautious optimism, supported by resilient economic data, moderating inflation, and expectations for additional monetary easing. That backdrop changed abruptly late in the quarter as geopolitical tensions escalated sharply.
Continue reading the entire market perspective here.
Portfolio Manager Gene Kim was recently interviewed by Wealth Professional – Please read the article here.
We are delighted to welcome Joseph Tadrous as an Associate Investment Advisor to the Summit Private Wealth team at Mandeville Private Client Inc. in Montreal.
Joseph brings a thoughtful, client-focused approach to wealth management, along with a strong commitment and experience in helping affluent individuals and families make confident, well-informed financial decisions. His dedication to understanding each client’s unique goals and long-term vision aligns perfectly with our team’s values.
In his role, Joseph will work collaboratively with our team and clients to ensure a seamless, high-quality experience rooted in trust, clarity, and personalized guidance. His passion, professionalism, and structured mindset make him an excellent fit within the Summit Private Wealth culture.
Please join us in welcoming Joseph to the team. We are excited to have him on board and look forward to the positive impact his expertise and contributions will bring to our clients and team.
MARKET PERSPECTIVE — Global markets closed out 2025 with solid gains, though momentum moderated in Q4 as investors digested the cumulative impact of earlier rate cuts, elevated equity valuations, and persistent geopolitical uncertainty. While equity markets remained positive for the quarter, leadership narrowed and volatility increased into year-end.
Continue reading the entire market perspective here.
We are delighted to welcome Dina Dib-Sawaya as an Associate Investment Advisor to the Summit Private Wealth team at Mandeville Private Client Inc. in Montreal.
Dina brings a strong commitment to client service, a passion for financial excellence, and a thoughtful, relationship-focused approach as a multi-lingual professional. With her career experience, dedication, and track record of helping affluent families, individuals, and business owners achieve their long-term financial goals, she will be a valuable addition to our team.
In her role, Dina will work closely with our advisory team and clients to ensure a seamless, high-quality experience rooted in trust, clarity, and personalized guidance. Her energy, professionalism, and analytical mindset make her an excellent fit with the Summit Private Wealth culture.
Please join us in welcoming Dina to the team. We are excited to have her with us and look forward to the positive impact she will bring to our clients and community.
Update: Dina Dib-Sawaya is no longer with the team as of March 2026.
Know Your Advisor: CIRO Advisor Report
