Archive:  2021

Our expectations for 2021, strong equity performance and challenges for fixed income, came to fruition. We believe the first and second halves of 2022 will be quite different in terms of volatility, opportunities and sector leadership.

It could be one of the most important transactions of your life. So, who are you trusting to help you out? Increasingly, people are turning to Independent Mortgage Brokers when they buy a home.

When consumer demand and inflation are going up, how can you be sure your investments do too? Let’s look at how current economic factors are influencing markets to find out.

Based on conversations we've had over the years, these are the five most common stressors that families and business owners often face.

Global energy issues have caught investors’ attention over the past month. So, how did we get here and will it cause a broader economic slowdown?

The markets occasionally bring up the Delta variant as a cause of volatility. We disagree. Even though economies may grow below full potential for 2021 as people slowly return to their normal lifestyle, the pent up demand backed by savings will be unleashed in the coming quarters.

If you weren’t aware of ESG investing before, chances are, you started hearing more about it after the onset of COVID-19.

Now past the halfway point of 2021, we’d like to review what drove performance in the first two quarters – and what areas struggled to keep up – as well as highlight our market outlook for the second half of the year.

An individual who has been asked to serve as an executor of an estate should be fully aware of the nature and extent of the duties and responsibilities that would be involved in administering the estate.

This reference guide sets out some of the important issues typically addressed in a shareholders’ agreement.

Having a will drafted and executed is the best way to ensure your property is distributed according to your wishes after your death.

Have you already missed the boat on Bitcoin and Ethereum? We chat with Paul Cappelli, portfolio manager from Galaxy Digital, to answer this questions and more on the latest episode of the Wealth Wisdom Podcast.

Next year, will you join us and "Golf for Kids' Sake?"

Are you currently operating as the most elite version of yourself?  Even though you might think you're sleeping properly, often, that's not the case. On the latest episode of the Wealth Wisdom Podcast, I talk about my personal experience with sleep issues in this conversation with Dr. Glenn Landry, sleep consultant from Elite Sleep. 

Those of us who have gone through different market regimes would notice investor behaviour today is very different than twenty years ago, or even a decade ago. But that doesn’t mean there aren’t similarities today to past market events.

Although never the sexiest topic, the federal budget is something that affects all Canadians. While you might not want to read the entire budget word-for-word, perhaps you'll want to tune into this 30-minute breakdown of what you need to know on the latest episode of the Wealth Wisdom Podcast.

Long shrouded in mystery, cryptocurrencies are today on the cusp of becoming adopted by mainstream investors. Soon they will take their place alongside traditional assets like equities, fixed income, and commodities as a common part of portfolios. Here’s what curious investors need to know.

Our market outlook going into 2021 was for ramped up vaccine deployments, accommodative monetary and fiscal policy, and upbeat corporate earnings to drive equity markets higher. We also projected an increase in interest rates and inflation. So far...

The COVID-19 pandemic brought about the deepest and fastest recession, worldwide, since the Great Depression, having an unprecedented impact on the Canadian labour market.

Finance Minister Selina Robinson tabled the 2021 British Columbia provincial budget on April 20, 2021. The following is a summary of the changes announced in the budget.

Back in March of last year, would you have predicted that the real estate market would be absolutely sizzling just one year after the onset of COVID-19? On the latest episode of the Wealth Wisdom Podcast, I bring on one of Vancouver’s local real estate experts to answer a question that I often hear from many of you. That is… “what’s happening in the real estate market right now?”

The year 2020 was a turbulent and surprisingly successful year in the markets. So, what does 2021 have in store? And what’s the outlook for the rest of the decade? To help answer this question, I was joined by the first returning guest on the Wealth Wisdom Podcast. Signature Global Asset Management’s Senior Vice President and Global Strategist Drummond Brodeur joined us recently to give us an outlook on the markets based on his recent article titled "Break on through to the other side."

While this spring may not have the usual fever, the potential for a normal summer or fall is improving as over 300 million vaccine doses have been administered globally. In terms of your investments, our portfolios have generally done well since investor confidence and markets rebounded quicker than expected.

Assante wealth advisors John Lawson and Josh Dyck give you their top five reasons on why a Family Office might be right for you. Their Family Office assists business owners in Surrey and the Fraser Valley.

Market activity in the past few weeks has reminded us of the dangers of speculation. A small number of early investors make vast profits at the expense of a much larger number of late entrants who end up losing their shirts. Our philosophy has always been to look beyond the next "big trade" and stay focused on what matters most, helping our clients achieve their financial goals with predictability and consistency.

Wealth is about much, much more than just your net worth. We aim to reflect that narrative on the Wealth Wisdom Podcast, which we were excited to launch last year. So far, we enjoyed some great conversations with industry experts such as Drummond Brodeur and Paul Nazareth on topics such as post-COVID investment outlooks, philanthropy, community foundations, and more. In 2021, we look forward to more meaningful conversations with a variety of different guests.

Without a doubt, 2020 was a “loss” year. Individually, we lost the ability to live our normal way of life. Globally, currencies lost their purchasing power as central banks added US$9 trillion to the system (leading to price increases in almost everything, including stocks and properties), and over 1.8 million people lost their lives due to COVID-19.