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Our team embraces the financial planning approach, and I would like to discuss a concept in which we help our clients plan an income withdrawal strategy.

The second quarter of 2019 was positive but not quite as positive as the first quarter. That said, the first quarter (up to March 31, 2019) was making up for the losses incurred in the last quarter of 2018.

The school year just finished and if you have a child in university, you are already planning for September!

To minimize stress and avoid making mistakes when filing your income taxes, it helps to plan well in advance. To aid in this preparation, here are some changes for 2019 and tips to keep in mind

As of June 31st, 2019, world equity markets as measured by the Morgan Stanley Capital– All Country World Index (MSCI ACWI) is in the positive at +10.42% year-to-date.

After years of financial turmoil, Leonard Cohen was able to stabilize himself and put things in order, living his last years with peace of mind and continued ability to be creative. A few months after this quote appeared in a New Yorker interview, he died.

My grandgirls love surprises. It could be receiving a beautiful package or hearing that we’re going on a trip to Disneyland. And who couldn’t appreciate a surprise visit from a best friend or a lottery win?

This month marked the anniversary of the New York Stock Exchange’s birth. It was 225 years ago in May of 1792 when about 24 stockbrokers, presumably in fancy coats and top hats, met in New York on Wall Street to sign the Buttonwood Agreement.

Happy Vancouver Spring to you and your families. I hope this finds you all well and enjoying the longer evenings and warmer temperatures.