Last week, over 400 attendees from across the wealth management industry in Canada came together to celebrate the outstanding value that financial professionals provide to their clients. The 20 award categories recognize excellence across the industry, from community service to best practice. The Canadian ETF Association (CETFA) presented the first CETFA ETF Champion of the […]
The Liberal government released its first budget earlier this week. Here are a few of the details that we thought you might like to be aware of: TFSA’s TFSA contribution room is back down to $5,500 for 2016. If you haven’t opened or topped-up your account yet, please let us know. (Remember: the best way […]
Back in late November, we wrote a Market Commentary entitled “Turbulence” and mused it was “time to buckle up”. In the late summer (August 26th to be precise) we had started to meaningfully decrease risk exposure in the portfolios. We took further steps on December 17th to de-risk by shifting to less volatile companies within […]
Commentary from the desk of Brent Vandermeer Market turbulence often causes increasing amount of concern for investors. This is completely understandable. This is especially true given the last few years of market performance. Interestingly, many of you (my clients that is) haven’t appeared to be overly concerned the last few months (based on your questions, […]
In addition to our excellent investment selections, we’d like to show you a few other ways in which we add value. We could highlight our excellent customer service, or our best-in-class financial planning and long-term estate and tax planning services, however, the scope of this “value add” will be limited to the realm of investment […]