Newswire

Navigating the Fixed Income Landscape Webinar

May 10, 2022

With increasing interest rates in 2022, how will fixed–income investments manage to have a positive return? Join us in the Tower Wealth Advisory Webinar: “Navigating the Fixed Income Landscape” with guest speaker Jeff Sujitno, Portfolio Manager at Wellington Square.

The information contained herein has been provided for information purposes only. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information has been provided by J. Hirasawa & Associates and is drawn from sources believed to be reliable.
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. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. Wellington-Altus Private Wealth Inc. (WAPW) and the authors do not guarantee the accuracy or completeness of the information contained herein, nor does WAPW, nor the authors, assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact me for individual financial advice based on your personal circumstances. WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
©️ 2023, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION

Recent Posts

SUMMER BRINGS HOME-BUYING SEASON

As a result of the federal budget increasing the withdrawal amount for the Home Buyer’s Plan (HBP), some clients have asked which plan is better for younger family members: the First-Home Savings Account (FHSA) or the HBP, via the Registered Retirement Savings Plan R(RSP).

September Market Insights: Trump’s Trade War

The twilight of the American empire is a complex narrative shaped by historical precedents, economic policies, and an evolving global landscape. As the U.S. navigates this critical juncture, we must consider whether we are on the brink of a rebirth, as predicted by theories like the Fourth Turning—which emphasize the impact of extreme demographic shifts and the rise of populism—a recurring theme in U.S. economic history.

Cultivating Financial Habits From a Young Age

While repeated in jest, this witty remark highlights an important truth: teaching children about financial responsibilities early on can have lasting impacts. Many of us spend our lives working hard to build wealth, but how do we preserve this wealth if we wish to create a lasting legacy? Even if we do the best job in managing our own wealth, it may
amount to little if we fail to prepare future generations for success.

A BRIEF LOOK AT INDICES

The Dow Jones Industrial Average (DJIA or Dow) is one of the most widely watched stock market indices and the second oldest in the world. Created in 1896 by Charles Dow, then-editor of the Wall Street Journal, it originally comprised 12 companies from traditional heavy industries, such as Chicago Gas and National Lead, giving it the name
‘Industrial Average.’

WHAT’S BEHIND OUR INCREASING EXPENDITURES?

With higher inflation, the increasing cost of living has been top of mind for many Canadians. While there has been good news on the inflation front given continuing signs of easing, here are three perspectives on our rising cost pressures.

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.