Carl always says that patience is the secret sauce so I had to share this video with you! Morningstar Video – OTIS and Bob.
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2018 Market Recap and 2019 Outlook
by Julie
I found this to be a great recap to last year and some forward looking thoughts for 2019. Recap & Outlook – Clement Gignac – Industrial Alliance
Planning for Year-End
by Julie
‘Tis the season to be… thinking about year end tax and investment planning! My tree was up very early this year (thanks to some very keen kiddos), my aunt delivered the most beautiful wreath to my door one Friday night and with all the snow in November, I’m very much in the holiday spirit! Now, as…
3 Ways a Financial Professional can add Value
by Julie
If you’re wondering what we can do for, this article explains three (of the very many) ways a financial planner can add value. Here’s the link! Happy reading and Happy Canada Day to all. https://www.fidelity.ca/fidca/en/expertinsights/personalfinance/financial-professional-add-value