at 284 Geneva St, Suite 6, Saint Catharines, L2N2E8
Through proper investment planning we can set you on track to meet your goals and make your dreams a reality.
We work with our clients in an effort to educate them as much as they are wanting to be educated. We feel that all questions merit the time to work through as you need to be comfortable with the people that are helping shape your investing future. Each of our clients are treated on a case by case basis. We work to ensure that your Risk tolerances are appropriate and that your goals are realistic and achievable. Because we are a family office, we are able to understand family dynamics and transfer or wealth between generations. This gives us a unique ability to work with whole families and bring ideas together that some may not have thought of. We try to work in partnership with our client's Accountant's and Lawyers to develop the best in Tax Efficient Investing as well as set up their Estate's for ease of transition.
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Speculation vs. Reality....this week has been a pretty good example of how a simple piece of speculation can tumble out with reactionary results. Tuesday the markets took a wild ride finishing a fair bit down...the big news...speculation and rumor! Reality...we do not know what the US Fed is going to do about the timing of raising rates...and we will not know for sure until they actually publicly announce that choice. What happened today to cause the markets to go back up...again, not much. US continues to have large oil inventories...the companies are continuing to show solid growth and profits...The same was true yesterday! This is why having the advice of a Professional Advisor is so important! With how fluid the markets have been over the last few years we sometimes need a real discussion to weed out the excessive information and drill down to the Reality of the situation....and not jump onto the band wagon of Speculation!
Hoping that Santa Claus continues to work his magic with the markets! This has been such a frustrating couple of months, not helped by the media for over hyping which they are amazing at; causing widespread panic and sell-offs. Combine that with tax-loss selling and a few other items that are in the world spotlight and you have the perfect storm. Hoping that Santa continues to help the markets to bring back some of the last few months of pain to ease back into a comfortable spot in the new year!