“Investors today aren’t just investing for performance; they also want the ability to make an impact beyond returns that aligns with their personal values.” Check out the latest article in WP where Brent Vandermeer talks about Socially Responsible Investing (SRI) AKA Environmental, Social and Governance (ESG), and the upcoming COP26 conference – an annual summit aimed at accelerating progress towards Paris Agreement emissions targets.
A key topic we focus on when you discuss your estate planning at CrossPoint is aging and what your plans are.
Brent contributed his perspectives on the financial impact to doctors considering retiring in an article entitled “Lost in transition? Thoughts on Retirement Part 2. “Should I stay or should I go now?” in the Oncologist Read the Article »
2020 was a year to remember, filled with hardship for many, and silver linings for some. As we begin a new year, it’s a time to reflect on the past year to consider what went well and what could be improved upon. Here’s a Financial Checklist to help you and your family start the year […]
Markets have become more turbulent again, not that we should be surprised. In fact, opportunities are now becoming more apparent and for that, we are excited as it will help us grow your portfolio. However, we also recognize that the larger ups and downs can be very emotionally difficult to endure. Trust can be tested. […]
From the desk of Erin Gendron… In October, Financial Planners Standard Council (FPSC), Canada’s governing body for financial planning conducted a survey* of over 1500 Canadians. They found that 41% of Canadians lack confidence in their financial affairs. 33% of Canadians feel they would fail a financial stress test (meaning they somewhat or strongly doubt […]