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Justwealth Justwealth
  • About Justwealth
    • Who We Are
    • How It Works
    • Investment Process
    • Why Justwealth
  • Institutional
    • Overview
    • Advisor Portal
  • Pricing
  • Resources
    • Performance
    • FAQs
    • Portfolio Review
    • Blog
    • The Just Word Podcast
  • Get Started
  • Account Access
    • **New** Client Portal
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CRM2 Reports: What You Should Know

In July of 2016, new requirements came into effect for investment firms to provide new disclosure in the areas of performance and operating expenses. These requirements have commonly been referred... read more →
  • July 20, 2017
  • CRM2, Exchange Traded Funds, Investing, Mutual Funds, Portfolio Management

Justwealth: Second Quarter Market Commentary

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... read more →
  • July 10, 2017
  • Investing, Portfolio Management

Who Are Justwealth’s Clients?

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... read more →
  • May 3, 2017
  • Investing, Robo-Advisor

Justwealth: First Quarter Market Commentary

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... read more →
  • April 12, 2017
  • Investing, Portfolio Management

Investment Fees and Waste Management!

** 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... read more →
  • March 27, 2017
  • Investing, Mutual Funds

Justwealth Expands ETF Lineup to 32

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... read more →
  • February 16, 2017
  • Exchange Traded Funds, Investing

Justwealth: Fourth Quarter Market Commentary

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... read more →
  • January 17, 2017
  • Investing, Portfolio Management

What Is Goals-Based Investing?

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... read more →
  • November 23, 2016
  • Investing, Portfolio Management, Robo-Advisor

Justwealth Third Quarter Market Commentary

The temperature was not the only thing that was hot this past summer as equity markets experienced sizzling returns around the world without any significant catalysts to explain the behaviour.... read more →
  • October 14, 2016
  • Investing, Portfolio Management

It’s Time to Ask the Financial Advice Industry Some Tough Questions

The Canadian financial services industry is facing some existential challenges. Over the past decade, the investment sector has seen a slow decline in best practices and value-driven client service. Consumers... read more →
  • August 19, 2016
  • Business, Investing, Robo-Advisor
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