October 25, 2021
From Gord’s Desk
We are introducing two new initiatives to serve you and all our clients more effectively.
1. Introducing our Client “Wealth Profile” Document
In past meetings we have discussed both your personal and investment goals. These are then implemented into your portfolio strategies and your financial plans. Successful investing is always driven by a plan and must never degenerate into mere speculation on what the economy and/or the markets are going to do next, which is not knowable.
Over these last two years, as the deadliest pandemic in a century swept this country and the world, we cannot fail to have thought seriously about our own mortality. This ultimately raised the concern of “What would happen to our family financially if I did not wake up tomorrow?”
Our Wealth Profile statement is created to confirm and document your personal goals and vision for your wealth as well as your estate plans. This document will now become the foundation of our future meetings and plans.
2. A Quarterly Investment Update Report
At the end of each quarter, we will provide an 8-10 page report reviewing quarterly and multi-year performance of equity and bond markets around the world. Highlights include the returns of Canadian, US, and International asset classes, as well as major commercial indexes, selected currencies, and country markets.
This report is an educational piece identifying the factors that impact your portfolio and their returns. It also highlights why your investments, in particular, have been so strong over the past year relative to all major indexes.
Please find attachments to both a sample Wealth Profile and our 3rd Quarter Investment Update under our 'Newsletter' tab found on our website.