We truly value our client relationships and the trust placed in us.  Our mission is to provide our clients with peace of mind as we look after the process of investing for them. We optimize our “pension-style” portfolios so you can spend your time doing what you love.  Check out what our clients are saying about us: We are very happy with the service we receive from Graz, Paul and Joseph, enjoying our retirement and...Read More

Ethics are of vital importance, especially in the investment industry.  Our CommonWealth team of professionals uphold the highest ethical standards as we manage your money. We maintain our independence so we can provide you with objective investment recommendations. In fact, we personally invest our money alongside yours in the same funds we recommend to our clients, showing...Read More

Buying low and selling high are much easier said than done because we are naturally more excited to purchase investments in rising markets but when markets fall we tend to worry and sometimes sell at or near lows.    Our pension style portfolios take this responsibilty off of your shoulders and help you navigate through...Read More

“Either you can retire or your money can retire but not both.” Recently, a wise friend reminded us of this astute phrase to highlight the point that we must make our money work for us.   Our sustainable program of “pension-style” investing maximizes your benefits. We promote this approach because it best assists you to prepare...Read More

On September 18, 2024, the Federal Reserve cut the federal funds rate 50 bp from 5.25% to 4.75%. Naturally, people have asked for information about financial markets in the months and years following such events.   We welcome the opportunity to discuss your needs and to explain how our balanced and diversified portfolios can help you...Read More

We want you to know that we invest in the same “pension-style” portfolios we recommend for clients.  We delegate the day-to-day investment decisions to our elite suite of professional mutual fund companies who are carefully selected for their solid long-term track records. Pension-style investing means: Our financial consultation aims to fund your long-term financial needs....Read More

The Warren Buffett Stock Market Indicator measures if the stock market is too high or low by simply comparing its total dollar value to the total dollar value of the U.S. economy (GDP). Currently, this indicator, which is Mr. Buffett’s favourite, is two standard deviations above average showing that the stock market is expensive relative...Read More

We think now is a good time to speak to people individually to provide an update of our investment thinking going forward. Recently, some indicators we watch, such as the Warren Buffet Market Indicator, have signalled it may be time for investors to pay closer attention to financial markets.   During these uncertain times we would...Read More

Independence. Yes please.  To us, “independent financial advice” sounds like the only kind that should be available. Yet the landscape is dominated by advisors who can only be described as conflicted or handcuffed –  options that don’t sound like they have a customer’s best interest at heart. Founded on the principle that our independence ensures...Read More

We started CommonWealth Financial Strategies at Queensbury Securities, because after many years in the financial industry, we believed we could offer a better way for people to steward their investments that is in their best interest.  Financial Advisors Should: Focus on client investments that meet their needs rather than chasing fads   Offer pension-style portfolios constructed...Read More