Planting Profits: Brianne Gardner’s Picks That Grow
A deep dive into Brianne Gardner’s latest market strategy, spotlighting automation, royalty power, and enterprise AI as the next big investment frontiers.

In a market fueled by geopolitical flare-ups and fiscal reshuffling, few voices cut through the noise like Brianne Gardner’s. As Senior Wealth Manager at Velocity Investment Partners, Raymond James, Gardner has carved out a reputation for sharp, disciplined insights. On June 16, 2025, she delivered her latest take—zeroing in on Canadian and U.S. large caps that combine resilience, strategic positioning, and growth upside.
She’s not chasing the froth. She’s making calculated bets in sectors that align with long-term structural shifts. Gardner’s picks—ATS Corp, Altius Minerals, and Salesforce—aren’t just good businesses; they’re well-capitalized vehicles for riding out volatility while leaning into global transformations.
A Market Caught Between Optimism and Anxiety
Markets have remained surprisingly steady in 2025. The S&P 500 and Nasdaq have both clawed their way back from April’s dip, buoyed by stronger-than-expected earnings, resilient consumer demand, and a welcome cooling of inflation. The U.S. economy continues to defy doomsayers, helped along by the landmark “Big Beautiful Bill”—a fiscal juggernaut channeling hundreds of billions into infrastructure and defense. Still, risks loom.
Oil prices surged over seven percent last week, temporarily topping $74 per barrel. The trigger? Renewed unrest in the Middle East and threats of shipping disruption in the Strait of Hormuz—a choke point for global energy. It’s not just energy prices that are flashing warning signs; shipping insurance is spiking, freight costs are rising, and early indicators suggest global manufacturing inputs are tightening. In short, it’s not just a commodities story—it’s a supply chain story.
Canada, meanwhile, is showing surprising strength. The TSX is outperforming its global peers, lifted by a powerful trio: gold, energy, and industrials. That resilience, however, may face pressure as global trade frictions and rising costs test the durability of corporate margins, especially in resource-heavy sectors.
Against this backdrop, Gardner isn’t betting on a single theme—she’s threading a needle. She’s looking for companies with balance sheets that can flex, cash flows that endure, and exposure to megatrends like automation, electrification, and enterprise AI.
