The last time you saw portfolio performance over a 12-month period as positive as we did in 2021, was coming out of the trough period in March 2009, after the global financial crisis. 2021 was the best equity market we have seen in over a decade!
On November 18th, we had our most recent online seminar with international bestselling author, TV host, journalist, and speaker Robin Esrock.
The balance of any successful portfolio should consider the following: Liquidity, Income, Preservation of Capital and Growth
For the start of 2022, a bit of reflection on the past year and thanks for the introductions to new relationships and opportunities to serve in our professional advisory capacity.
There are two main types of government pensions that most Canadians can expect to receive during their retirement years: Old Age Security (OAS) and the Canada Pension Plan (CPP).
After massive government intervention in labour markets and mandatory vaccination policies to help mitigate the effects of the pandemic, some industries are struggling to find or keep quality personnel to fulfill their business purpose.
Now that the U.S. border is finally open, and Covid restrictions are beginning to ease worldwide, many of us are starting to plan the vacations we’ve yearned for.
Since March 2020, stock market returns have been very strong, by any measure. That said, September 2021 (- 4.76%) was the worst month since September 2020 (- 3.92%) when using the S&P500 Index as a benchmark.
On September 16th, we had our fourth online seminar with professional organizer Quincilia Siah. She shared many of her best tips and resources for organizing, simplifying, and downsizing.
Over the past months, there has been a growing rumble of conversation about inflation.
