Financial resources
to enhance your knowledge

We have assembled a valuable and varied array of information here to help you become more informed and confident as an investor.

Are you wondering where you should invest right now? Where you can get the best possible return? We can help you select a rewarding investment that is appropriate for your goals.

In light of recent market fluctuations, it is natural to have feelings of apprehension during any time of uncertainty. Please feel free to call us. As the new coronavirus continues to spread, several clients have reached out for perspective. Having concerns when volatility affects your portfolio is normal. Over time, we believe notable dips such as these will feel like mere bumps in the road to fulfilling your objectives.

In my years of experience, I’ve seen the markets drop time and again, and we understand that it can be difficult for investors to get comfortable with the up and down cycles. Selling stampedes typically last 17 to 25 sessions (as I write this it is day 16). Thankfully, those of us who study the markets know that pullbacks and corrections are necessary to sustain a healthy market and that, over time, the market has experienced positive growth.

We anticipate periods of high volatility until the coronavirus COVID-19 is contained, so if you want to stay up to date on our Investment Strategy team’s latest insights, please email us.

Defining your investment goals is important because knowing what the money you are investing is going to be used for helps us narrow down the possibilities and choose investments that match the time frame you are working with. For example, if you’re going to need the money in a few months, then we will suggest a short-term investment to keep your money safe and liquid such as a high interest savings account, treasury bill, banker’s acceptance or cashable guaranteed investment certificate (cashable GIC). If your money is being invested with the goal to create a steady stream of income for you in the future when you want to stop working, whether this is a sabbatical, career change or retirement then we have many more options.

Daily Rate Sheet – ask us for our current rates!

Market Commentary from Raymond James

Click here for some recent news articles of interest that we have compiled.

Helpful links for Senior Services including applications for CPP, OAS and provincial government services

Our most commonly used forms