Social distancing is critical during this surreal time with the COVID-19 virus, and we have no doubt we will get through this.
While we all do our part to stay home and stay safe, the capital markets are fluctuating. Know that our capital markets will heal, and our Advisory team is working hard to strategize winning ideas on the other side of this. We will be ready!
KEY RESOURCE: COVID-19 Government Support Programs for Individuals
We have been fielding many inquiries about COVID-19 and the impact this pandemic is having on the economy, markets, and ultimately our clients’ financial picture. For this reason we have put together this special resources section that draws on the experience our firm has in dealing with recent market volatility.
If you are an existing client, please see useful information below as well as details on how to get in touch with your Advisor.
Stay Informed on the Latest Market Conditions
Those of us who follow the markets on a regular basis have watched as the major indices have climbed from their lows in March of this year. What has…read more
In light of COVID-19, many people have turned their minds to their estate plans.1 One news report indicated that a Canadian online will-creation site saw an increase in sales…read more
Uncertain times often highlight the mistakes that investors can make with their portfolios. During buoyant markets, making money may not seem difficult. However, the reckoning often comes when markets…read more
A Message from the Advisory Team
OFFICE SUMMER HOURS
Monday – Thursday 9am – 4pm
Friday’s 9am – 1pm
We are currently keeping limited staff in the office and keeping client meetings to phone calls whenever possible. Right now we’re rotating between home offices and the office to reduce the number here on any given day.
We are available to do business electronically, and are fully operational and available remotely to help process your requests. We will be checking voicemail messages between 8am and 4pm, Monday to Friday. We are also available via email, and we can arrange FaceTime, Skype, and phone meetings.
Thank you for your understanding.
Please be safe, and protect your health.
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