Mid-March Update Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters Published by Jack James on Mar 15, 2022 Vladimir Lenin famously stated, “There are decades where nothing happens; and there are weeks where decades happen”. This is one of those weeks. Instead of writing to you, our clients, about the ongoing debate around the improving economy and markets... 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
Green Shoots: Health & Wellness Update Filed Under: Special Reports and Newsletters | Total Client Experience Published by Robert McLean on Apr 09, 2020 ealth and wellness remains top of mind for all of us throughout this uncertain time. With physical distancing in effect, our days browsing streaming sites, news and social media can become a little noisy. See our collection of resources here.... Read more
April Showers Bring May Flowers Filed Under: Financial Planning | Special Reports and Newsletters Published by Robert McLean on Apr 03, 2020 Historically, April has had less than ideal weather. That being said, clouds have silver linings. For April this implies that precipitation today gives way to verdant growth, warmer days and cheery gardens buzzing with life and beauty.... 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
Stimulus Update: Doing Whatever It Takes Filed Under: Special Reports and Newsletters Published by Robert McLean on Mar 18, 2020 March 2020 Unprecedented. This word now applies to countless aspects of our lives as few things remain outside the impact of the fight against CoViD-19. This market update is being written from a home office after a busy business day of video conferences... Read more