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This past quarter has been an exciting time. I attended my first Associates meeting in Whitehorse and was impressed by the format- professional development and learning about new industry trends, but still time to have some fun and get to know everyone at our firm.

This past week I attended a financial planning conference where one of the presenters asked us to think back in our past to what events affected how we view and work with money.

The third quarter of 2019 was generally positive, though not quite as much as the first two quarters of this year. So, while year-to-date performance has been strong, the third quarter has not contributed much to it.

I hope you had a great summer and have the opportunity to enjoy some pleasant fall weather as we head into the final few months of the year.

I feel that the Tax-Free Savings Account was poorly named. In my mind, it should have been called the TFIA (Tax-Free Investment Account).

With another quarter behind us, we enter the final fiscal quarter of the year. Year-to-date world equity markets as measured by the Morgan Stanley All country Index (CAD) are up +9.9%…

Bulls, bears, corrections, downturns, troughs and recessions are all technical market jargon being used daily in the media. Information has never been so easy to access.

About 50 years ago, a savvy and streetwise “Dirty Harry”, famously played by Clint Eastwood, said a profound truth: “A man has to know his limitations.” I know mine. I can’t predict the future.

As of June 30th, 2019, world equity markets, as measured by the Morgan Stanley Capital– All Country World Index (MSCI ACWI), are in the positive at +10.42% year-to-date.