Insurance – Income Investing with Insured Annuities

When people think of retirement, they often ask themselves if they will have enough.  The fear of outliving their money is real and, in many cases, sends clients to the investment sidelines when markets dip. Traditionally, investments such as T-Bills, GICs and bonds have been used to preserve capital and

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Mixed Messages

Download pdf version – Market Watch – July 17 2020   “If you diversify, control your risk, and go with the trend, it just has to work.”  – Larry Hite, Author of “The Rule”   Bottom Line Indicators remain supportive of stocks, but with the defensive team on the field.

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June Market Summary

Download pdf version – June Summary – Active Risk Management   “Everybody talks as if they know what’s going to happen, and nobody knows what’s going to happen.”  — Charlie Munger   If you told me last year that I would see some of the things I am seeing in

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Banking on Dividends

Download PDF Version – Banking on Dividends   Royal Bank of Canada and Bank of Montreal What are the odds? The Canadian banks continue to be viewed widely as buy-and-hold winners. If the stock itself doesn’t increase than there’s always “the dividend”. I love dividends as much as the next

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Bear Market Watch

Click here for the pdf version   Last week we wrote “Suckers Rally” which suggested we thought that the weight of evidence pointed to an unhealthy stock market. Today I’m going to share a couple of charts that are important and can give you context for decision making in this

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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. Wellington-Altus Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. All trademarks are the property of their respective owners.