In July of 2016, new requirements came into effect for investment firms to provide new disclosure in the areas of performance and fees. These requirements have commonly been referred to as CRM2 (or Client Relationship Model II) reports. Increased disclosure is a step in the right direction for investors, but... read more →
Jul
20
Jul
10
Markets presented a bit of a reality check for investors in the second quarter as the streak of abnormally high quarterly returns ended. Among the worst performers in the world was the Canadian stock market which continues to suffer from weak oil and gold prices. On a year-to-date basis, the... read more →
May
03
We are often asked by prospective clients, industry colleagues, and members of the media, “Who are Justwealth’s clients?” It’s a fair question, and we wish that we had a short simple answer…but we don’t. So, we thought it would be helpful to provide some detail about our clients from a... read more →
Apr
12
Equity markets continued to advance strongly in the first quarter of 2017 reaching new highs in many regions. Fixed income markets also bounced back after an unusually weak previous quarter – as we expressed in our last commentary, short-term declines in fixed income will eventually be recouped in the future... read more →
Mar
27
** Special to The Just Word Blog with content from Larry Bates, Consultant and Author ** Foreword from James Gauthier I had the opportunity to sit down and chat with Larry Bates not too long ago and learn about his approach to educating investors about the appalling amount of waste... read more →
Feb
16
As announced in our January 26, 2017 press release, Justwealth is expanding the number of Exchange Traded Funds (ETFs) used in our client portfolios. The relevant details of the press release are as follows: Justwealth today announced the introduction of three new Exchange Traded Funds (ETFs) into their lineup: The... read more →
Feb
07
** Special to The Just Word Blog from Jennifer Black, CFP, FMA, CIM, FCSI, DFS Private Wealth ** Most people are uncomfortable with the subject of death, and this makes it difficult to discuss and take the necessary steps required for proper estate planning. Unfortunately, not addressing the issue while... read more →
Jan
17
The “Trump Effect” had a profound impact on financial market returns in the fourth quarter, however the impact was quite different depending on the market segment. Big winners included the U.S. dollar and the U.S. equity market, while bonds declined globally as did emerging markets equity (due to Trump’s anti-trade... read more →
Nov
23
Most individuals are aware of the importance of investing – not everybody does it, but they know that it can be beneficial for their future. For those that are able and engaged in investing, a good percentage will invest their savings through their financial institution, a financial advisor or some... read more →
Nov
09
Love him or hate him, Donald Trump has been elected as the next President of the United States of America. This surprising outcome contradicts the pre-election polling results which showed Hillary Clinton as the favourite. This is the second high-profile failure of polling firms this year, given the Brexit surprise... read more →