Blog

December 2021 Update

Posted on: December 13, 2021

Our final blog of 2021 sees possible sideways trading trends peeking around the corner. Stephen shares his technical comments and his interesting charts and tweets. As well, Ashley talks us through reviewing our budgets - no matter how scary it might seem. And we share a great tip sheet on year end tax planning this year. We want to wish all of our readers a very Merry Christmas, Happy Holidays, and a Happy New Year!

November 2021 Update

Posted on: November 7, 2021

November's market was surprisingly strong. Our update this month covers our returns, as well as our change in our Fixed Income section from bonds to ETFs. We share an article on protecting yourself in the digital age, and our Millennial Minute gives tips on creating and sticking to your budget. As always, we cover our portfolio returns, and we invite you to share this blog post with anyone who might have their own questions or concerns with their wealth management...

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.