Social distancing is critical during this surreal time with the COVID-19 virus, and we have no doubt we will get through this.
While we all do our part to stay home and stay safe, the capital markets are fluctuating. Know that our capital markets will heal, and our Advisory team is working hard to strategize winning ideas on the other side of this. We will be ready!
KEY RESOURCE: COVID-19 Government Support Programs for Individuals
We have been fielding many inquiries about COVID-19 and the impact this pandemic is having on the economy, markets, and ultimately our clients’ financial picture. For this reason we have put together this special resources section that draws on the experience our firm has in dealing with recent market volatility.
If you are an existing client, please see useful information below as well as details on how to get in touch with your Advisor.
If you are a new investor, please get in touch. We can meet with you (virtually) to discuss a financial plan that will help you live wealthy.
Stay Informed on the Latest Market Conditions
Working From Home? Don’t Forget to Claim Home Office Expenses
Did you work from home last year? As a result of the pandemic, the Canada Revenue Agency (CRA) has made changes to the rules surrounding home office expense claims.
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Year-End Financial Housekeeping, Buffett Style
As we approach the final months of the year, why not derive inspiration from one of the greatest investors of our time? Here are a few quotes from renowned…
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What Comes After a Trillion?
In the effort to combat the pandemic, the sheer amount of stimulus pledged by governments globally has been staggering. In July, then Finance Minister Bill Morneau delivered Canada’s economic update,…
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What Happens After a Bear Market?
We have encountered many new situations in response to COVID-19 — isolation, physical distancing, economic closures globally, and others — that have created uncertainties for the short term. Doomsayers…
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It’s Not Just About the Antibodies
Through many conversations with different individuals we’ve heard more than once that people feel they had, and lived through, COVID-19, stating it’s the worst they’ve ever felt. Some have, and some haven’t been tested, and it makes you…
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Consider the Benefits of Dollar-Cost Averaging
As we have seen with recent equity market reactions, short-term price movements are often unpredictable and nobody can be certain when the next upturn will begin. Such turns can occur when…
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Maintaining Balance in Your Portfolio
How have you reacted to the markets of late? In uncertain times, it may be tempting to take a conservative approach to protect investments from the downside.
Selling all of…
The End of the Office Era? Keep Good Records
Is the office era over? For many office workers, working from home became the new normal this spring. As such, some may be wondering if they are able to…
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Estate Planning and the Will: Legal Doesn’t Mean Effective
In light of COVID-19, many people have turned their minds to their estate plans.1 One news report indicated that a Canadian online will-creation site saw an increase in sales…
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The Increasing Rate of Change
It has been said, “there are decades where nothing seems to happen and then there are weeks where decades happen.” This spring was no exception. With the COVID-19 pandemic,…
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During Uncertain Times: Avoid These Investing Mistakes
Uncertain times often highlight the mistakes that investors can make with their portfolios. During buoyant markets, making money may not seem difficult. However, the reckoning often comes when markets…
read moreA Message from the Advisory Team
OFFICE SUMMER HOURS
Monday – Thursday 9am – 4pm
Friday’s 9am – 1pm
We are currently keeping limited staff in the office and keeping client meetings to phone calls whenever possible. Right now we’re rotating between home offices and the office to reduce the number here on any given day.
We are available to do business electronically, and are fully operational and available remotely to help process your requests. We will be checking voicemail messages between 8am and 4pm, Monday to Friday. We are also available via email, and we can arrange FaceTime, Skype, and phone meetings.
Thank you for your understanding.
Please be safe, and protect your health.
Stay Informed
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