Disclaimer: Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual fund investments are not guaranteed, their values change frequently and past performance may not be repeated.
2012 Forecast: "No Crystal Ball" - Conference Call - Friday February 17th, 2012
It's been a rocky past year but there's always some event to shake up global markets. Regardless, each of us needs to assume responsibility for our financial future no matter our age or stage of life. What are the important issues as we move ahead in 2012? How do investment managers cope? Do you need to re-think your priorities? What's my role as a financial planner? ....click here to listen!
Slow Road Ahead - It's all about Commitment - Conference Call - November 9, 2011.
The continued political wrangling in both the Eurozone and United States has created a volatile marketplace as global leaders struggle to arrive at workable solutions for debt-ridden countries. What are the realities of investing in a changing global marketplace, what is the commitment required from Canadian investors and what is my on-going commitment to my clients?...click here to listen!
'Til Debt do us Part - Conference Call - August 11, 2011
Short-term valleys and peaks in the last week might lead you to believe your portfolio is having a "heart attack," but in fact, volatility is a normal and regular part of being invested in the market. Educated investors have a plan to suit their circumstances and are not swayed by media firestorms. ...click here to listen!
The World in Flux - What does it mean for Your Investments? - Conference Call - May 3, 2011
With an event-filled first quarter topped off by the Japanese earthquake and tsunami in mid-March, investors would not have been surprised by a market correction. In fact, exactly the opposite happened - global markets continued their gains despite some short-lived downward blips. Why? ...click here to listen!
A Glass Half Full - Conference Call - February 2, 2011
How the global events of 2010 shaped our current economic and market conditions and why Canadians are smiling into 2011. Also included, some reminders about what's required to ensure your financial security now and throughout retirement. ...click here to listen!
Chicken Little vs. Foxy Loxy: Conference Call - October 29, 2010
Investors with a sound financial plan do not react to the "drama" played out daily on TV, radio and in print media. Like Foxy Loxy, they understand such activity is meaningless in terms of their long-term financial security. ...click here to listen!
Market Turmoil provides Opportunity: Conference Call - August 16, 2010
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Disclaimer: The information contained herein is for BC residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.