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Insights

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Q4 2019 Market Update

2019 was a great year in the markets. The S&P/TSX increased 22.88%; bonds also delivered an impressive result with the Canadian bond market up 7.27%. The discretionary portfolios we manage on your behalf also had a stellar start (first 13 months, starting December 1, 2018)—our main equity portfolio (Dividend Growth) out-performed our benchmark with a posted return of 18.55%.

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Adam's Expert Article in the January 2020 edition of The Neighbours of Port Credit & Mineola

Happy New Year! I hope that you have a fun, safe and successful 2020. The new year always brings many new opportunities. One opportunity you may have thought about is an early retirement! Whether forced or voluntary it is important to feel comfortable knowing that you are in a good spot without counting on your employer providing you with a “golden parachute” retirement (or severance or restructuring) package.

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Christmas Gift Ideas 2019!

This is a list of gift ideas that we hope you can use to help simplify the holiday shopping season for loved ones and friends that you are buying gifts for. There are a number of different gift ideas from members of my family that should cover off most people that you would be buying gifts for. Have a wonderful Christmas season! The McHenrys (Adam, Katherine, Victoria and Baby William.)

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Q3 2019 Market Update

By now most of you are familiar with the new fee-based discretionary accounts we introduced at the beginning of the year. With this type of account, you delegate investment decisions to me (your portfolio manager), including what securities to buy and at what price. Over the summer, we created a new discretionary portfolio called Yield & Growth designed to avoid duplication and provide further diversification for our clients.