Peace of mind through financial confidence

AFS Insights: Individual Services

Canada Pension Plan Enhancement

Starting in 2019, the Canada Pension Plan (CPP) will be gradually enhanced. This means you will receive higher benefits in exchange for making higher contributions. The CPP enhancement will only affect you if, as of 2019, you work and make contributions to the CPP. Please click here to read more. If you’d like to discuss this topic… Read more »

Investment Commentary – September 30, 2018

Thank you for choosing Arbutus Financial as your financial advisory firm. We appreciate your trust and the business that comes with it. We hope you and your family are enjoying a great start to the Fall season.   Challenges in the Quarter There was a lot to digest over the past three months including NAFTA… Read more »

Investment Commentary – June 30, 2018

Thank you for choosing Arbutus Financial as your financial advisory firm. We appreciate your trust and the business that comes with it. We hope you and your family are enjoying a great Summer and the beautiful warm weather. Challenges in the Quarter Despite continued trade dispute chatter, North American equity markets finished the quarter in… Read more »

NEI your Portfolio and the Planet

With a growing global population the world will need 50% more food, 30% more fresh water and 50% more energy by 2030*. We are frequently facing questions of how to include companies in our client portfolios that are innovating to meet these global needs. One of our partners is NEI Investments and the Environmental Leaders… Read more »

Recent Market Volatility

After a period of relative calm in the markets, recently the increase in volatility in the stock market has resulted in renewed anxiety for many investors.

Investment Commentary

  Investment Commentary – April 2018 Thank you for choosing Arbutus Financial as your financial advisory firm. We appreciate your trust and the business that comes with it. We hope you and your family are enjoying a great Spring. Challenges in the quarter Wow! Volatility returned with a vengeance. After experiencing market pullbacks of less… Read more »

Federal Budget 2018

Finance Minister, Bill Morneau, delivered the majority Liberal government’s third Federal Budget on February 27, 2018. Budget 2018 announces no tax rate changes either personally or corporately and confirms the corporate tax rate reductions previously announced. The big news is that the passive investment proposals were better than expected. The original proposals have been significantly… Read more »

Investment Commentary

Thank you for choosing Arbutus Financial as your financial advisory firm. We appreciate your trust and the business that comes with it. We hope you and your family are enjoying a great start to the Fall season. Challenges in the Quarter This past three months exemplifies what you as an investor should consider regarding your… Read more »

How to Help Your Kids Achieve Financial Independence

“Give a man a fish, and you feed him for a day. Teach a man to fish, and you feed him for a lifetime.” – Chinese proverb The same principle applies with your kids and money. By teaching your kids how to manage their money, you’re preparing them to be self-sufficient when it comes to… Read more »