Commentary

Buffett, Icahn and the Canada Pension Plan

All of the above are similar in that they have achieved extreme investment success over a long period of time, have direct access to the best financial analysts and tools, and have significant resources that have been dedicated to their investment objectives.  Who would not want to invest like the

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On the other hand…

I have been washing my hands so often and using a spray of disinfectant so many times every day that my hands both hurt. I’ll take that consequence without complaint; we are all sacrificing and changing behaviors to protect each other in the throws of this Covid barging into all

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Rolling the dice on multiple levels

Rolling the dice on multiple levels, that truly is the current state of affairs. From both a health and economic front that is exactly what we are doing – where we do not want to do that is your investment portfolios. For retirees/investors looking for capital preservation and for many

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Lives vs Livelihoods

We expect May to be a pivotal month for the markets as the success or failure of the experimental economic re-opening of certain US states is likely to become clear. Ultimately, the decision to start re-opening our cities and economies requires weighing the competing interests of the negative impact of

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The worst is over

The worst is over. On we go, nowhere but up. Keep the printing presses rolling and the economic and fiscal morphine coming. The global economy is reopening, and the future is bright.  Or is it? Yes, the markets have bounced back hard over the past month, and Q1 earnings season

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The opinions contained herein are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Wellington-Altus Private Wealth. Assumptions, opinions and information constitute the author’s judgement as of the date this material and subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Graphs and charts are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. All third party products and services referred to or advertised in this presentation are sold by the company or organization named. While these products or services may serve as valuable aids to the independent investor, WAPW does not specifically endorse any of these products or services. The third party products and services referred to, or advertised in this presentation, are available as a convenience to its customers only, and WAPW is not liable for any claims, losses or damages however arising out of any purchase or use of third party products or services. All insurance products and services are offered by life licensed advisors of Wellington-Altus.