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Download the PDF Advisory Commentary Happy New Year Everyone! We hope that you had an enjoyable holiday season with family and friends. In an industry
Download the PDF Market Update Markets posted a strong rally in the first half of Q3 on the hopes that the US and Canadian Federal
The effects of the global pandemic, government policies and ultimately, inflationary repercussions are all facts that are admittedly impacting financial markets significantly in the short
Dealer Fees – Our registered dealer Investia Financial Services Inc. (formerly FundEX Investments Inc.) introduced a new annual client fee this year. You may have noticed
Download the PDF Market Update The first half of 2022 was one of the toughest across all asset classes in recent memory, and while markets are showing some
Download the PDF Uncertainty and volatility continue in the global financial markets. We believe reasons include: Rising interest rates. Inflation. Supply chain issues. Geo-political conflict.
Download the PDF As you most certainly are aware, longer term economic effects of the global pandemic are now clearly evident in the financial markets.
Download the PDF To no real surprise, stock markets have continued on their fluctuating short term ride through this week. In these times, it is
Download the PDF We continue to see what we call the “volatility index or VIX” increase. VIX is the ticker symbol and name for the
Download the PDF Advisor Commentary U.S., Canadian and global equities ended Q1 on a positive note, posting gains in March, but for the overall quarter,
Download the PDF Advisor Commentary Happy New Year to everyone! We hope you and your families are doing well and staying healthy. The first three
Download the PDF Advisor Commentary AFTER several months of positive growth global equity markets declined in September. This has historically been a volatile month and in addition to that several macro-economic factors continued to cause questions for investors. Markets
Download the PDF Advisor Commentary 2021 promised to be truly unique for investors as we came out of a year that brought the sharpest 30% market correction followed by one of the quickest recoveries ever
One Year Later We hope that everyone is enjoying the spring weather and staying healthy as we enter this seemingly final push towards a return to more normal
Download the PDF 2020: The year that was This past year will long be remembered for the dramatic global impact of the COVID-19 pandemic, and the equally
Download the PDF Nobody said the recovery would be easy. BACK TO SCHOOL: We hope that everyone enjoyed their summer and are wishing those with
Download the PDF RRSP vs. Tax Free Savings Accounts: the case for using both Tax-time for most of us means finalizing RRSP contributions. As you
Download the PDF Isn’t it time you got a real and unbiased second opinion? Perhaps you have a chequing account with a big bank, and
Download the PDF Avoid the tax rush and optimize returns by investing regularly in your RSP If you only do one thing by the end
Download the PDF Your child’s education: RESP or informal in-trust? Both! University of Toronto estimates that one year of university costs $19,000, or$134,000 for a
Download the PDF What the big banks won’t tell you about mortgage insurance I read an article in a daily national newspaper recently that really
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