BPF Wealth

Good advice!

Is this moment an opportunity for active portfolio managers, asset allocators, and for Canadians? Fidelity’s David Tulk says he is dismayed by #tariffs as a Canadian, but is taking the emotion out of #investment decisions and seizing opportunities where possible. 🎙️Watch and Listen to the full #FidelityConnects epsiode on Spotify, Apple Podcasts, or YouTube. #FidelityCanada #CanadianInvesting #InvestingInsights

Enter to win $8,000 cash!
Contest from May 1 to June 30

Accelerate your dreams! You could win $8000 and have a chance to bring home ownership a little closer!

Enter for a chance to win $10,000 from Fidelity! Contest runs until Nov 30, 2023

Accelerate your retirement dreams! How does getting $10,000 closer to your retirement goals sound?

https://www.nesto.ca/ia/karl-bloedorn
Have a mortgage renewal coming up? Check out the competitive rates at Nesto! They are quick and easy to deal with 👍

Investia I would 100% recommend nesto. Everyone we worked with was so helpful and they answered any and all of our inquires quickly. We were first time home buyers so we had a lot of questions

The Tax-Free First Home Savings Account (FHSA)

Home ownership just got closer.
Buying a home can be a challenge for many first-time home buyers, but a new registered account – available now April 2023 – is aiming to help Canadians save towards their first home.

Is the FHSA right for you? Let us help you navigate the rules around this new account type and see if the FHSA will work for you!

Some insight from David Fingold, portfolio manager of the dynamic global dividend fund.

David Fingold's Top Picks David Fingold, vice-president and senior portfolio manager at Dynamic Funds, shares his top picks: Elbit Systems, Progressive Corporation and Sika AG.

"...in exchange for its stake, the CMHC would get to participate 'in the upside and downside of the change in the property value' — which means they would be entitled to any corresponding increase in the value of a home when the buyer eventually sells."

Government lays out fine print of new CMHC program that could contribute 10% to price of first home | CBC News The government has released details of a program it announced during the last federal budget, an initiative that could see Canada's housing agency contribute up to 10 per cent of the price of a buyer's first home if certain conditions are met.

Interview with an industry legend, Warren Buffett. Good reminder to run the course and not over analyze short term if you know you're a long term investor. Important after May's 5.87% drop in the S&P500 (S&P back up 5.55% June 1st to June 10th.) As well some political views, both fiscal and social.

Warren Buffett talks investment strategy and mastering the market Warren Buffett needs little introduction. He's the godfather of modern-day investing. For nearly 50 years, Buffett has run Berkshire Hathaway, which owns ove...

The BPF team (Karl Bloedorn, Anne Marie Dryden, Hans Bischoff) spent Wednesday in Vancouver attending Fidelity's due diligence conference. This is one of the multiple seminars we attend every year in order to continue providing top level service, advice and performance.

We still have room for you tomorrow if this topic is of interest to you! Patrick Hawkins the District VP from Fidelity Investments will also be presenting.