Risk Management

Understanding Wealth Management

Stages of your Wealth Planning - Starting out in life | The Family Stage | The Wealth Generation Stage | The Cash Flow Stage

Wealth management applies to everyone; however, everyone's situation is unique. Find out about the wealth management process and how it applies to you.

Views on recent market volatility

Given the recent market volatility, investors should not let the recent uncertainty because of short-term effects hinder their decisions; investors should stick to their initial investment plan. History has shown that any sudden dip or weakening of the markets usually causes a rebound afterwards. Investors are better off staying the course and endure the full market cycle by sacrificing the present difficulties in order to gain on the long-term recovery. Certain professionally managed solutions provide diversification; this includes global allocation and asset allocation.

10 Steps To Keeping Your Financial Focus

In today’s market, especially the events which have occurred over the last few months, such as low oil prices and China’s currency devaluation, it seems as though these events should simply be classified as “noise” and should not deviate you from your initial financial plan. In essence, your financial plan should be geared towards long-term sustainability, not short-term fluctuations. The goal is to try your best to ignore the noise circulating the market news and stay true to your personalized financial plan.

Canada’s Economy and Implications for Investors

The Chinese stock market has gone down the drain in recent months. Trillions of dollars have been wiped out in only a few weeks from the Chinese stock market, and investors rapidly ran for the exits. The stock market may not be an indicator of the Chinese economy; however, if China’s economy doesn’t rebound, it could translate into problems for Canada. China consumes much oil, and ranks as one of Canada’s fastest growing export markets; so a slowing China is not a positive for the heavily ladened Canadian resource market.


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