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The August 2019 Monthly Client Newsletter is Now Available!

In this month’s newsletter you will find information related to: - Key Dates to Keep in Mind! - Idea Corner: Bank GIC versus Insurance GIC – What’s the Difference? - Market Performance Review: July 2019 - Chart of the Month: Negative Interest Rate World - Article of the Month: Investors lost twice as much as the market last year

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The July 2019 Client Monthly Newsletter is Now Available!

In this month’s newsletter you will find information related to: • Key Dates to Keep in Mind! • Idea Corner: Retirement Preparedness Evaluation • Market Performance Review: June 2019 • Chart of the Month: Dividend Yield versus Growth • Article of the Month: When I die, I want to leave my Wealth to..?

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The June 2019 Client Monthly Newsletter is Now Available!

In this month’s newsletter you will find information related to: - Key Dates to Keep in Mind! - Idea Corner: Protecting Your Family – Beware of Bank Sold Mortgage Life Insurance Market Performance Review: May 2019 - Chart of the Month: Mortality - Perception versus Reality - Article of the Month: How Much House Can I Afford?

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Adam's Expert Article in the July 2019 Issue of The Neighbours of Port Credit & Mineola

Buying a home is often the single largest purchase a person makes in their lifetime. With the value of an average home in the Greater Toronto Area hovering around $1 million, families must rely on financing a large proportion of their home through the use of a mortgage. In coordination with securing mortgage financing, families will typically acquire life insurance to provide peace of mind if a loved one should pass away during the term of the mortgage. Life insurance coverage can protect a family from servicing their mortgage on one income or having to force sell their home to pay off their mortgage debt. These are good reasons why mortgage life insurance protection is a smart purchase. So, what could you be missing?

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Q1 2019 Quarterly Market Update

Our portfolios performed as expected, protecting capital in the selloff in late 2018, while participating in the recovery in the first quarter but not as aggressively as the broader market. Our advice to clients is to maintain conservative positioning through emphasis on higher quality securities and defensive sectors.