On March 11, the S&P500 traded approximately 10% down from its peak – the definition of a market correction –  which may lead investors to ask what they should do.  Here are three important services we provide:  We check up on your personal financial goals: We can consult with you and put your financial “big picture”...Read More

Did you know that we offer a valuable portfolio evaluation service? We would be pleased to evaluate your existing investment portfolio, at no cost and no obligation.  We use software to analyze any portfolio’s risk-adjusted returns and compare them to our pension-style model portfolios. Please visit: https://cwealth.ca/contact-us/ to connect with us.   We select best-in-class...Read More

If you have any Estate Planning questions please give our team a call to set up a time to review your unique circumstances and how your investment accounts can provide you with important Estate Planning benefits.  This excerpt from an Estate Planning article linked below discusses named beneficiaries:   “Here’s a tip. If you haven’t named...Read More