The investment markets have been very “volatile” since the start of 2022. Volatile is just financial industry jargon that means markets move up and down. For retail investors, the biggest concern is when markets move down. Retail investors love when markets go up and usually cringe or flinch when they …
As expected, the Bank of Canada raised Interest Rates again in early June. The BOC started adjusting rates with a 25 basis point hike in March this year. That was followed by another 50 basis point rate hike in April which was the largest single rate hike in over 20 …
Most Canadians take the correct steps to protect their property against loss in case anything they own is lost or stolen. Concerns about recouping losses if a home is robbed, or a favorite vintage guitar is destroyed during a basement flood, are questions with very routine answers. But when …
Victor’s nightmare began with a phone call from someone claiming to be from the Canada Revenue Agency, informing him he owed thousands in unpaid taxes. If he didn’t pay immediately, he would be arrested. Victor was too embarrassed to ask his daughter for help. Had he messed up that badly? …
Business, investing and life in general follow predictable ebbs and flows. The Business Cycle is no exception. This is the cycle whereby the economy goes through strong growth periods, weaker growth periods and everything in between. Governments and the Central Banks try to manage this cycle and prevent any enduring …
For much of the pandemic, there has been fear about Inflation and what kind of effects it might have once things started to open up. In 2020, we actually witnessed prices go down which is a phenomenon we aren’t used to in North America1. Starting in March of 2020, the …
After years of living the…
You are more experienced now…
During the last market downturn…
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We serve individuals, families and businesses in the Mission area.
Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis:
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