June Market Insights: The Fed, From Tragedy to Rebirth?
Just Follow the Path of the Credit Markets Download this article as a PDF. “Always make the audience suffer as much as possible.” — Alfred Hitchcock Alfred Hitchcock once suggested that drama is life with the dull parts cut out. Given the state of the financial markets, this has never been more relevant than it […]
An Added Layer of Protection For Investors
Nominate Your Trusted Contact Person With a rise in sophisticated cybercrimes and with increasing concerns over the financial well-being of investors, especially as we age, the “trusted contact person” (TCP) has been introduced to help provide an extra layer of protection. The TCP is someone you appoint and for which we have your written consent […]
Economic and Tax Highlights from the 2022 Federal Budget
Download this article as a PDF. “These three pillars – investing in people, investing in green transition, and investing in innovation and productivity – will create jobs and prosperity today and build a stronger economic future for our children.” On April 7, 2022, Canada’s Deputy Prime Minister and Minister of Finance, the Honourable Chrystia Freeland […]
Navigating Uncertainty: Keeping Perspective During Volatile Times
Recent market volatility has prompted some investors to rethink their perspective on risk. However, reacting to short-term market fluctuations is not usually advised. Instead, we continue to focus on the importance of having a plan in place with a view for the longer term, making prudent adjustments and rebalancing a portfolio where required. Here are […]
My Business Magazine Feature Article
“Building wealth goes beyond simply investing” Long before Dean Bradshaw began his career in wealth management, he planned to become a professional golfer. Fresh out of high school, Dean left his hometown of Calgary, Alberta for the greens of Victoria, B.C. where he could pursue his passion full time. But as most golfers will attest, […]
Azeem Virjee Retirement Announcement
We wish to share with you all, that Azeem Virjee, Senior Investment Advisor has officially retired from his position at Wellington-Altus Private Wealth and Cresco Wealth Management. Azeem felt that the time was right to move onto the next chapter of his life to focus on his health and to make family time a priority. […]
Selecting an Advisor
How to choose the right investment advisor for you. Many people know they need an investment advisor but don’t understand where to start, where to go, what’s important or what to say. Our advice? Ask questions—lots of questions. The more you ask, the more you’ll learn. The more you learn, the better equipped you’ll be […]
Canada’s Top Wealth Advisors
We are so proud to announce that Dean Bradshaw from Cresco Wealth Management, Wellington-Altus Private Wealth has been recognized on the Globe and Mail’s inaugural ranking of Canada’s Top Wealth Advisors. This new list is designed to celebrate excellence in our industry and to highlight for investors the best financial support available across the country. […]
Age Milestones: Do You Need to Take Action?
Before each year end, we remind our readers that those who reach certain milestones need to consider their options in preparing for retirement. If you are nearing the following ages, take note of these considerations as you look to maximize your retirement savings. Don’t leave money on the table. If you need help, please give […]
Are You Checking Too Frequently?
It has been said that “successful investing should be more like watching paint dry.” Yet, for many investors today, the speed of change in the markets may be conditioning us to think otherwise. In fact, a recent Reuters report suggests that investors on one U.S. discount brokerage platform are checking their portfolios at an alarming […]