The heart of our CommonWealth Team investment model is to participate in significant market upside while incorporating defensive strategies to limit downside volatility. “Return takers” have no control over the performance of markets but we can and do control the process of investing for you. We can help you navigate volatile financial markets. Our well-researched...Read More
In the fall of 2023, Canadian news outlets reported the agonizing story of a retiree, Louis Kavaratzis, when registered mail sent to him went missingRead More
