One Month In Filed Under: Financial Planning | Investment Services | Portfolio Management | Retirement | Tax Planning | Wealth Management Published by Jack James on Jan 24, 2022 With the first month of 2022 almost in the books, stock markets are on track for one of their worst starts in recent memory. As investors worry about interest rate policy, slowing economic growth, and rising geopolitical tensions, this rocky start stands... Read more
Year End Reflections Filed Under: Investment Services | Tax Planning Published by Jack James on Dec 15, 2021 And just like that, the end of yet another year is upon us. As is customary for many at this time of year, we like to reflect back before looking forward - asking what will the world remember about the year that was? Vaccines and re-openings? Clogged... Read more
Test Filed Under: Tax Planning | Total Client Experience Published by Nevin Chernick on May 26, 2021 Test Read more
Green Shoots of April Filed Under: Special Reports and Newsletters | Tax Planning | Wealth Management Published by Robert McLean on Apr 15, 2021 With each passing day, 2021 is warming up both literally and economically. The sun is shining, and the natural world is springing to life. With vaccinations rolling out across the world at a pace that is truly astounding, the past year has shown what... Read more
March Towards Inflation Filed Under: Special Reports and Newsletters | Tax Planning | Wealth Management Published by Robert McLean on Mar 09, 2021 has kicked off to a jumpy start as stock markets worked to digest the recent increase in government bond yields. A number of systemic and technical factors caused a sudden increase in the key global reference rates like the US 10 year treasury bond, at... Read more
Will the Games Stop? Filed Under: Special Reports and Newsletters | Tax Planning | Wealth Management Published by Robert McLean on Feb 09, 2021 More commonly known in Canada by their now-absorbed partner, Electronics Boutique (EB Games), GameStop is a brick-and-mortar video game retailer that has been struggling of late. Many comparisons can be drawn to Blockbuster Video. That struggle led them... Read more
2021: A New Beginning Filed Under: Events | Special Reports and Newsletters | Tax Planning | Wealth Management Published by Robert McLean on Jan 12, 2021 With the end of 2020, we closed the door on a year that tested more than most. It was a year of challenges, both socially and economically, as a global pandemic became the highest profile healthcare crisis in recent memory. The vaccine fueled optimism... Read more
Junuary Update Filed Under: Financial Planning | Investment Services | Special Reports and Newsletters | Tax Planning Published by Robert McLean on Jun 10, 2020 Winding through June, we find ourselves in the midst of a slowly reopening economy. ...... Read more
Markets & Stimulus: Spring has Sprung Filed Under: Special Reports and Newsletters | Tax Planning Published by Robert McLean on Mar 27, 2020 March 2020 As we near April, spring has sprung. The vernal or spring equinox signals the start of a new season. It is a time of renewal as earth springs to life with plants and animals waking from winter dormancy. Here in Vancouver, we note snow capped... Read more
March Madness Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Tax Planning Published by Robert McLean on Feb 28, 2020 Springing into 2020 Catching a spring cold, the markets cough Coronavirus anxiety has swept the world as markets weigh the impact CoViD-19 may have on the global economy. One of the biggest battles being waged is that of information as reliable news is... Read more