Leaving a Legacy – My Par Gift
One of CrossPoint Financials’ core values is generosity. We hope to live that value out corporately, personally and to encourage our clients to consider the same.
Market and Investment Insights
Delivering Service Excellence to Aging Clients & Families
Jennifer Moir, Age Well Solutions and Brent Vandermeer, CrossPoint Financial | iA Private Wealth, discuss some important topics such as longevity planning, encouraging conversations with family members in advance, the five stages of caregiving and more.
Rate Hikes Hitting Earnings – April 2023 Review
The Q1 2023 US earnings season has begun and will show the impact of the Fed’s monetary policy on corporate profitability. Year‐over‐year earnings growth is expected at…
Prepare for Higher Oil Prices – March 2023 Review
OPEC+’s surprise production cut is expected to eliminate the current supply surplus and push world oil markets into a deeper deficit later this year. Before the intervention…
Q1-23 Quarterly Review
Brent Vandermeer gives a brief market and portfolio update in this short video, where he talks about what happened in 2022 and where we might be headed next regarding the economy and markets.