2021 Overcoming COVID-19 Investment Fears with a High-Impact Strategy Sarah Mawji 01/05/2021 705 Closed Overcoming COVID-19 Investment Fears with a High-Impact Strategy By Sarah Mawji Share on facebook Share on twitter Share on linkedin As if quarantining for our life is not a big enough concern on its own, we still have to juggle families, job adjustments and finances – practically everything we worried about before we involuntarily made […] Learn more
2021 If You Haven’t Integrated Social Media into Your Business, You’re Already Losing Out Sarah Mawji 01/06/2021 824 Closed If You Haven’t Integrated Social Media Into Your Business, You’re Already Losing Out By Sarah Mawji Share on facebook Share on twitter Share on linkedin Though it’s not always looked at this way, social media presents a large-scale opportunity for the wealth industry. It’s inbound marketing in its most raw, authentic and transparent form. Do […] Learn more
2021 Female Powerhouses Do Exist in Wealth Management, Meet Lynn Stibbard Sarah Mawji 01/05/2021 717 Closed Female Powerhouses Do Exist in Wealth Management, Meet Lynn Stibbard By Sarah Mawji Share on facebook Share on twitter Share on linkedin In a recent interview between myself and COO and CFO, Lynn Stibbard, Lynn shares some valuable advice, tips and stories about her experience in the wealth industry. Lynn Stibbard is one of the […] Learn more
2021 3 Behaviors of Successful Leaders for the 2021 Pandemic Era Sarah Mawji 12/07/2020 395 Closed 3 Behaviors of Successful Leaders in the 2021 Pandemic Era By Sarah Mawji Share on facebook Share on twitter Share on linkedin Entering a new year and being knee-deep into the pandemic has spurred new challenges for business leaders. The temporary mental toughness which acted as a band-aid in the first few months, or year, has […] Learn more
Uncategorized Not Just About The Money Danny Popescu 10/31/2020 853 Closed Good day, When we invest money we generally do so for personal gain. We want to ensure we can maintain our comfortable lifestyles during retirement, put our kids through school and maybe help them purchase their first home, continue to grow our net worth, provide for family members, etc. It is the nature of humans […] Learn more
2020 Q2 2020 Wrap Up Danny Popescu 07/23/2020 950 Closed Good day, The S&P500 (broad market) shot back up to January levels in Q2 on the back of central bank stimulus and better than expected unemployment numbers. Finishing the quarter, the S&P 500 (CAD) rose 15.79% and the TSX Composite gained 16.97%. However, behind the market surge triggered by governments and central banks, company valuations […] Learn more
2020 Too Far Too Quickly? Danny Popescu 06/01/2020 581 Closed Good day, The large discrepancy between the economic fundamentals and the stock market continues. While we’re pleased that equities held in our client portfolios have recovered substantially, it’s important to recognize how far forward this market is looking. Over 3 million jobs have been lost in the US, meanwhile, the S&P500 has climbed roughly 37% […] Learn more
2020 Are Bonds Safe? Danny Popescu 04/09/2020 679 Closed Good day, For years, we’ve been preaching that bonds can be extremely volatile and do not provide the “safety” that investors believe they do. Public debt markets can drop like equities and the period between February 20th and March 23rd is a good example of this. In roughly 20 trading days, traditional fixed income instruments […] Learn more
