What a difference a quarter can make! Not a typical statement I would make, given we are long-term investors, but after the steep decline in global equities at the end of Q4 2018, stock markets, led by the U.S. and Canada, snapped back in the first three months of 2019.
When you envision your future, from both professional and personal points of view, what do you see?
Informal trusts, or ITFs, are a tax-efficient way to provide a savings plan for a minor child. These accounts can be used for funding future education, protecting an inheritance or, as is often the case…
Our investment research and due-diligence process is an integral, ongoing part of developing high-conviction diversified portfolios suitable to your unique investor risk appetite.
Last year was the worst stock market performance since the “Great Recession” of 2008. In the 4th quarter of 2018, all the major stock markets around the world had negative performance.
Well, it’s safe to say, from an investment perspective, 2018 was a roller-coaster!
I want to start by reflecting on the year gone by and thanking you for our ongoing relationship and the confidence you have shown in our planning services.
From January to August portfolios were up (the good)! Then September and October markets pulled back all gains from 2018 (the bad). From November to December markets dropped below beginning of year values eroding some of 2017 returns (the ugly).
Despite being an incredibly useful tool – not to mention free to use – the Canada Revenue Agency’s (CRA) My Account portal is still vastly underused.
Once all the Christmas dinners are done, the guests have gone home, the Boxing Day shopping is done, our new purchases are safely home, and the house is quiet as we wait to bring in the New Year, our thoughts often begin to turn toward resolutions for the new year
