Blog

October 2021 Update

Posted on: October 7, 2021

October's update talks about the upcoming bear market trends and falling P/E we're facing. We touch on the portfolios and provide a good piece on Wills that Work with your estate planning. The Millennial Minute follows the start of the journey to financial independence and how you might be able to achieve it! Happy Thanksgiving, and happy reading!

September 2021 Update

Posted on: September 7, 2021

September rolls along and we want to share the options of saving for your child's future! We have brief explanatory articles about RESPs, the best ways to plan for future education, and the Millennial Minute covers our Sales Assistant, Ashley's journey through paying for her education adventure alone. We touch on the market and the eventual correction we are preparing for, as well as a brief spotlight on Brookfield Asset Management. We hope this month's blog give you more insight into RESPs, the market conditions, and our portfolio performance.

August 2021 Update

Posted on: August 10, 2021

This month, we want to remind our readers of how easy it is to forget about bear markets during a bull market. We are a defensive investment team, tasked with protecting your capital; and though we may not capture all of the market upsides, we keep you safe from market downturns. We also have retirement on the brain! We share some free to download lists outlining what you need to consider for retirement, whether you're more than 10 years away, or retiring next month!

July 2021 Update

Posted on: July 9, 2021

Our Blog continues to change with a more personalized approach to our articles and information. With our podcasts revolving around Estate Planning, we share two great articles revolving around Digital Assets and helping the Next Generation of Investors. As well, Ashley shares her own article about the importance of the client/advisor relationship, and we share a special spotlight on Jumia!