Newsletter Q4 2023
Download the PDF ADVISOR COMMENTS: Subject: Navigating the Road Ahead: A Year-End Reflection Dear Clients and Partners, As the year draws to a close, we
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Download the PDF ADVISOR COMMENTS: Subject: Navigating the Road Ahead: A Year-End Reflection Dear Clients and Partners, As the year draws to a close, we
Download the PDF Advisor Commentary 4 Visuals to Remember on Your Investing Journey In a world of ever-changing markets and economic uncertainties, to effectively navigate
Download the PDF Advisor Commentary Investors had lots to cheer by the end of Q1 as stocks rallied, bond yields fell, central bank hiking slowed
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
Letter of Recommendation Download the PDF What is a QROPS? A QROPS is a qualified recognised overseas pension scheme. The purpose of this scheme is
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,
Established in 1995, Perfect Timing Financial is an independent boutique Wealth Management firm located in the Financial District of Toronto. Being independent ensures our clients
Products or services related to investments, investment recommendations, financial planning, retirement planning, and investment reviews are provided through our mutual fund dealer Security Financial Services & Investment Corp. 4665 Yonge Street, Suite 310, Toronto, ON M2N 0B4 t: 416.964.0440.