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Newsletter Q4 2022

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

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Newsletters

Newsletter Q3 2022

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

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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

Newsletter Q2 2022

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

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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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Newsletters

Newsletter Q1 2022

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,

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Newsletters

Newsletter Q4 2021

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

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General

Tax-efficient RESP withdrawals

Written by Jamie Golombek As advisors, many of us are well versed in educating our clients about the benefits of saving for their children’s (or

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Newsletters

Newsletter Q3 2021

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

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