I find the summer a great time to catch up on my reading as I sit around the pool or lounge on the deck. Whether you’re a seasoned investor or just starting out, there’s always something new to learn in the world of finance.

As Q2 2024 draws to a close, we reflect on the divergent monetary policies that have influenced North American equity markets and led to unexpected outcomes.

Understanding the real facts about mortgages is crucial for making informed decisions that can save you time, money, and stress. Unfortunately, there are many myths out there that can lead to confusion or missed opportunities. In this newsletter, we’ll debunk some of the most common mortgage myths.

Critical illness (CI) insurance is an important part of each person’s financial plan. This type of insurance provides additional coverage for medical emergencies like heart attack, strokes or cancer as these illnesses often incur greater than average medical costs.

Ottawa, Ontario, Canada’s vibrant capital, transforms into a lively playground during the summer months. With its unique blend of history, culture, and natural beauty, the city offers a plethora of activities that cater to all interests.

Our primary goal is to ensure Electronic Funds Transfers (EFTs) and Wire orders are initiated, executed, and approved in a secure manner while meeting the needs of our clients. We want to ensure that you receive your fund requests when you need it; for example, buying a new car or any other purchase.
Please be reminded of the following process to ensure no delays are encountered for funding requests.

As we turn the page on the first quarter of 2024, we wanted to provide a recap of the market’s performance and highlight some key trends that may impact your portfolio in the coming months.

Here are a few tips to help protect your personal data from cybercriminals.

As the days grow longer, we warmly welcome the arrival of spring – a season of renewal and growth. Just as we set our clocks forward for daylight saving time, it’s a perfect moment to take proactive steps in managing your mortgage goals. Whether you’re considering buying a new home, refinancing, or making strides toward paying down your mortgage, I encourage you to “spring forward” this month!

Our primary goal is to ensure Electronic Funds Transfers (EFTs) and Wire orders are initiated, executed, and approved in a secure manner while meeting the needs of our clients. We want to ensure that you receive your fund requests when you need it; for example, buying a new car or any other purchase.
Please be reminded of the following process to ensure no delays are encountered for funding requests.

When Michael retired at the end of 2023, after almost seven years working together, I welcomed the opportunity to become your trusted advisor and portfolio manager. I’m honoured to have the opportunity to earn your trust and confidence. I look forward to working with you all in providing advice and guidance for your financial affairs as we work together to achieve your goals. While Michael and I worked as a team together in the office, he passed on much of his wisdom, professionalism, and commitment to me, and given our relationship, Michael and I still converse regularly. Accompanying my licensing, designations and professional qualifications, I want to assure you that, like Michael, no one will care more than I about your financial future outside of you and your family.

As we turn the page on the first quarter of 2024, we wanted to provide a recap of the market’s performance and highlight some key trends that may impact your portfolio in the coming months.

Mixed Signals: The first quarter presented a complex picture. While economic growth slowed, it did manage to stay positive, extending the current expansion. The Federal Reserve’s decision to continue the pause in interest rate hikes was a welcome development, and many anticipate potential cuts later this year. These factors fueled investor optimism for corporate earnings rebound.