Marilyn Joyal Financial Advisor Manulife Securities Incorporated

A Certified Financial Planner as your advisor can assist with these concerns.

Sarah Riopelle, Managing Director, RBCAsset Management, reminds us that not all asset classes go in the same direction at the same time thus diversification is important in managing risk.

Yesterday was a great day of learning at the 2023 CI Leadership Forum. Ended with a lovely evening of meeting new people and sharing advisor stories. Thanks to Brad Scott of CI Investments who got us to our evening dinner.

This morning at the 2023 CI Leadership Forum I was reminded that investment is not about bold predictions but instead sound risk management. Look who joined me at lunch today.

Attending two days of learning sessions at the 2023 CI Leadership Forum in Montreal! A little fun last evening kicked off the event.

As the article indicates, the loss of a loved one can be a stressful time and to find there isn't a Will has the potential to damage the family dynamic. Do you have a Will? Does it need to be updated? Why not make this a late in the year 2022 Resolution to get this done before 2023!

What's preventing clients from writing wills post-pandemic? Despite promises to get them at COVID's height, up to 70% still don't have them

This is why you "stay the course." You need to work with your Financial advisor to ensure your investments are suitably invested for your goals.

Can you time the stock market? What does “buy low, sell high” mean? Simple: you buy investments when their price is down and sell them when their price has peaked. Except without a crystal ball, it’s impossible to predict when those prices will occur.

A very timely article in view of the recent activity on the stock markets.

Managing your investment portfolio in volatile markets—don’t panic | Manulife Investment Management Market instability is always a concern for investors. What are economic indicators telling us about the chance of a recession? When it comes to your investment portfolio, how should you react? We have four rules to help you during periods of heightened market volatility.

This is an interesting article...The Manulife Global Thematic Opportunities Fund is managed by Pictet Asset Management who are pioneers in thematic investing. They have over 20 years of experience in this field and they've developed thematic approaches from megatrends that will shape our world for decades to come. Please feel free to contact me if you would like more information on thematic investing.

Thematic funds "exploded" in Canada last year | Advisor's Edge Longer-term performance and fund size remain challenges, a report from Morningstar says

First-time homebuyer? Or share this with someone who is a first-time homebuyer. Also the article makes an interesting speculation that there could be a change to the amount of capital gains that you have to include in your income if the NDP is able to leverage their support for the Liberal government to make this change in the tax rules.

2021 federal election tax round-up: changes may be coming | Manulife Investment Management Post-2021 federal election — could we see changes to tax deductions, credits, and minimum tax for homeowners, first-time home buyers, and high-income earners?

Happy Friday!

5 Timeless Principles for Investing this might be the time to share fundamental guidance for investing.

Perfect for lunch today!

Spicy squash and apple soup - Solutions For Financial Planning* Seasonal veggies and fruit make this the ultimate fall soup. Solutions For Financial Planning, Fall 2021*