Peace of mind through financial confidence

AFS Insights: Individual Services

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 »

Investment Commentary

We hope you are enjoying a wonderful summer. Thank you for choosing Arbutus Financial as your financial advisory firm. We appreciate your trust and the business that comes with it. Challenges in the Quarter This past quarter exemplifies what investors should consider regarding their portfolios. We’ve seen tensions increase in the North Korean peninsula and… Read more »

Charitable Giving Series: Part 3

Michael and Linda, 61 and 57, are empty nesters approaching retirement. Michael is a successful entrepreneur who will be finalizing the sale of his business later this year for cash. Linda is a VP at a company she has worked at for 20 years, since its startup days, and she owns shares in the company… Read more »

Charitable Giving Series: Part 2

To continue our three-part series on charitable giving, this week we’re going to explore ways you can include your family in your philanthropy. Sharing and passing on the family value of generosity can be done when it’s intentional, part of the plan, and involves everyone. To begin, take the time to discuss what matters to… Read more »

Charitable Giving Series: Part 1

At Arbutus Financial, we are proud to have such generous and charitable clients. We are committed to helping you and your family determine the most effective ways to give. Taking the time to make a charitable giving plan is a proactive approach that can pay off for both you and the charities you support. Some… Read more »

Giving from the Heart, Using Your Head

Over the next few weeks, we’re going to be sharing a three-part series on charitable giving. We want to help you give to the charities that are closest to your heart and that matter most to you and your family. Being intentional and thoughtful about your philanthropic vision can amplify the effects your giving has… Read more »