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 […]
A few comments for you today on recent market moves in the United States to support why we have become more defensive in our positioning in the equity portion of your portfolio: The stock market has rebounded in July, but fewer companies are leading the charge. Below is a graph showing the S&P500® from April […]
Executive Summary: I’m extremely excited to share with you this new investment I was able to design with my colleagues at Scotia Global Banking and Markets. The ability to do this type of thing is quite unique to us, how we’re licensed and various other factors, so I thought it was (at the risk of […]
Recently we found some interesting articles regarding saving for retirement and whether Canadians are preparing and will have enough savings to support them in their retirement. We at Vandermeer Wealth Management find it interesting that depending on who does the research the information provided could be quite different. Some suggest Canadians are on track, while […]