Recent Articles

A Better April

After a stomach-turning March, we got a little reprieve as the markets rebounded nicely in April. We had good gains with Stocks and the Bond market also seemed to get back to normal last month. Some of this has to do with the global effort to contain COVID-19 and with …

A Little Good News

The last two months have been very hard for people all over the Globe. As I’m sure everyone is aware, COVID-19 has spread to virtually all countries on Earth. While some places have had fewer cases than others, it has affected everyone. The numbers have been staggering in countries like …

As I write this, we are dealing with a lot of Market Volatility across the Globe. We have seen many more cases of the Coronavirus (COVID-19) since my last email and more countries affected. While some global leaders are down-playing this (even suggesting it will subside with the warmer weather …

Welcome Patrycja!

As a number of my clients know, Natalie and I recently partnered up with another Financial Planner named Patrycja Zborowska-MacLean. Patrycja and I had met a number of years back when we were both taking some financial planning classes at Mount Royal University. We have some mutual friends and had …

Happy New Year!

This time last year, I was giving everyone an update on the ugly finish to 2018. This year, I’m pleased to report that 2019 was a fantastic year on the market. The United States had their best year since 2013 and Canada’s Toronto Stock Exchange finished the year at a …

Record Highs to End the Year?

At this time last year, we were talking about the dreadful beating that the market had taken in October and the ugly December that we were going through. What a change from last year! November of 2019 turned out to be record setting. This comes after numerous records had already …

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