Newsletters
With the return of fall, many of us have geared up for a busy season: kids back at school, work schedules returning to normal and U.S. election season heating up south of the border. Market volatility also made a comeback over the summer after an unusually calm first half of 2024. During these times, don’t let short-term fluctuations disrupt long-term financial plans. With the end of the year quickly approaching, please reach out if you need assistance with any year-end wealth management needs.
Here’s to warm markets for the cooler days ahead.
Despite equity market advances in the first half of the year, opinions on the near-term outlook remain varied. Economically, we find ourselves in a ‘liminal moment’ — a transition period where the economy is neither great nor terrible. It’s no surprise that financial narratives seem to be constantly shifting. However, summer offers an opportunity to take a break from the headlines. We are here to tend to your wealth management, so you can focus on other important aspects of your life.
We hope your summer is filled with plenty of downtime.
Spring is the time when many of us are busy completing our income tax returns. Cast a critical eye as you prepare yours — are there opportunities to save tax dollars relating to your investment strategies? We’d be happy to share ideas.
While the skies have appeared comparatively cloudier for Canada’s economic prospects, over time economies and markets will ebb and flow; one reason that supports the importance of diversification. We continue to take care in navigating these times so that we can arrive at our desired destinations. Should you have family or friends who could use solid investment advice and dependable service, we would be pleased to assist. Here’s to many sunny days ahead.
As we leave 2023 behind, it is a reminder that things can unfold much differently than predicted. After a historic series of rate hikes, economies and markets have proved comparatively resilient. The good news is that we may now be on the other side, and things can continue to adjust. While Canadian markets have been bumpy, current valuations and dividend yields may offer opportunities worth considering as we build portfolios for the future. Keep time on your side, look forward to brighter days ahead and continue to participate.
Wishing you good health, peace and prosperity for 2024!
Following two difficult years, the need for giving continues to grow, in Canada and across the world. For those who would like to make philanthropy a part of their legacy, here are seven key considerations (and surprising tax benefits) you should be aware of.
Leaving a lasting legacy for your family can involve careful planning and a team of professionals. Here are five questions that can help get you started.
Q: My dad is in his 70s and has mentioned moving in with his new girlfriend. Should we be concerned about protecting his assets if the relationship gains common-law status?
Stepfamilies are common, but planning for who gets what after you die is anything but routine. When families come together, each with their own possessions, ensuring your assets go where you want is key.