We are very pleased to launch our new website!  Visit www.cwealth.ca for details about what we believe and the services we offer you. You will find information about our team, our ethics, and key concepts about investing.  You may request your portfolio analysis using software to compare your current portfolio with our CommonWealth Model Portfolios.   ...Read More

Hello Everyone, Exciting news! We are launching our new website soon!  Below is a sneak peak of our video introducing our CommonWealth Team: Please feel free to share!   Your CommonWealth TeamRead 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

Here's a list of some things that professional Financial Advisors can do for youRead More

Do you ever wonder how your portfolio compares to other portfolios?Read More

some financial advisors require clients to buy products exclusively from their own organizationRead More

While index funds cost less than actively-managed mutual funds and they are both “diversified” we think index funds have some surprising drawbacks.  Consider these four important disadvantages of index funds:  1.    Index funds may not provide as much diversification as one thinks. Nortel’s weighting within the TSX (Canada’s main stock market index) grew from an initial 3%...Read More

Fee-based financial professionals create a win-win situation for their clients and themselves by placing themselves on the same side of the table. There are many advantages to be gained from this professional relationship.  A more trusted relationship is achieved immediately because there is no commission to buy or sell any product. Advisors are transformed into consultants by...Read More

How Gratitude and Ingratitude Change UsRead More