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Newsletters

A Storyline to Consider

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

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Newsletters

Administrative Update

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

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Newsletters

Volatility

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.

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Newsletters

June Market Update

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.

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Newsletters

Mid June Market Update

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

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Newsletters

Volatility

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

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how to save during holidays
Conor Gfroerer

8 Holiday Planning Tips

We all know the holidays can be an expensive time of year and just like everything, if you don’t have a plan, you may end

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Opinion

Cash When You Need It Most

Sometimes I have to remind my clients that I am not just an investment planner, I am a financial planner also. I look at every way in which available funds can be

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piggybank savings
Conor Gfroerer

Getting Started with Saving

Think back to when you got your first job.  If you’re like me, you probably had people telling you the first thing you must do is

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what is a registered retirement savings plan, RRSP?
Opinion

A Few Bad Things About RRSP

Don’t get me wrong, I like RRSP’s. I make sure I am fully maxed-out every year. But there are a few things about RRSP’s that

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time and money, compounding interest
Opinion

Time On My Side

I’m a runner by nature. A competitive runner. When I run my favourite race, the marathon, I run against time. There may be ten thousand other runners in

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