Green Shoots: Health & Wellness Update Filed Under: Special Reports and Newsletters | Total Client Experience Published by Robert McLean on Apr 09, 2020 ealth and wellness remains top of mind for all of us throughout this uncertain time. With physical distancing in effect, our days browsing streaming sites, news and social media can become a little noisy. See our collection of resources here.... Continue reading
April Showers Bring May Flowers Filed Under: Financial Planning | Special Reports and Newsletters Published by Robert McLean on Apr 02, 2020 Historically, April has had less than ideal weather. That being said, clouds have silver linings. For April this implies that precipitation today gives way to verdant growth, warmer days and cheery gardens buzzing with life and beauty.... Continue reading
Markets & Stimulus: Spring has Sprung Filed Under: Special Reports and Newsletters | Tax Planning Published by Robert McLean on Mar 26, 2020 March 2020 As we near April, spring has sprung. The vernal or spring equinox signals the start of a new season. It is a time of renewal as earth springs to life with plants and animals waking from winter dormancy. Here in Vancouver, we note snow capped... Continue reading
Stimulus Update: Doing Whatever It Takes Filed Under: Special Reports and Newsletters Published by Robert McLean on Mar 18, 2020 March 2020 Unprecedented. This word now applies to countless aspects of our lives as few things remain outside the impact of the fight against CoViD-19. This market update is being written from a home office after a busy business day of video conferences... Continue reading
CoViD-19 Update Filed Under: Special Reports and Newsletters Published by Robert McLean on Mar 14, 2020 March 2020 As mentioned in a recent note by Rob Carrick in The Globe and Mail: “Let’s look at some things you can do to limit financial stress. One is to stop endlessly checking what the stock markets are doing. A rapidly plunging market sends a message... Continue reading
March Madness Continues Filed Under: Events | Portfolio Management | Special Reports and Newsletters Published by Robert McLean on Mar 09, 2020 March 2020 A pair of Black Swans Over the weekend, Russia and OPEC failed to come to an agreement over the price of oil and the volume of its production. Instead of agreeing to disagree, they started down the path of price tag limbo - how low can you... Continue reading
March Madness Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Tax Planning Published by Robert McLean on Feb 28, 2020 Springing into 2020 Catching a spring cold, the markets cough Coronavirus anxiety has swept the world as markets weigh the impact CoViD-19 may have on the global economy. One of the biggest battles being waged is that of information as reliable news is... Continue reading
February Reminders Filed Under: Special Reports and Newsletters | Tax Planning Published by Robert McLean on Feb 14, 2020 The sun is shining and flowers are popping up; you can smell the approach of springtime in the air. The mountains look their most glorious at this time of year. Still capped with snow, they shine brightly along the North Shore.... Continue reading
To 2020 & Beyond Filed Under: Estate planning | Financial Planning | Special Reports and Newsletters Published by Robert McLean on Jan 01, 2020 January 2020 The 2010s have come to a close as a decade to remember hosting no shortage of major economic and geopolitical events. The European sovereign-debt crisis gave way to the global commodity boom and bust. The Middle East was a constant source... Continue reading
Deck the Halls Filed Under: Special Reports and Newsletters | Tax Planning | Wealth Management Published by Robert McLean on Dec 11, 2019 In looking back on 2019, it seems that the majority of the uncertainty we've experienced (and continue to experience) relates to words that start with T.... Continue reading