Peace of mind through financial confidence

AFS Insights: Investment Commentary

Investment Commentary

Happy Easter!  We hope you and your family had a wonderful long weekend and are enjoying a great Spring. Considering the year began with such uncertainty, stock and bond markets performed exceptionally well in the first quarter. People overestimated the magnitude of market volatility that would ensue from an Obama to Trump transition of power and markets… Read more »

Investment Commentary

Summer is now behind us and, true to form, July and August passed without much fanfare. All eyes were on September, traditionally the worst-performing month of the year. Again, in line with history, we saw an increase in volatility and a small market retreat. Much of September’s movements could be attributed to headline news, brought… Read more »

Fees, Options & Services

It seems over the past year there have been a tremendous number of articles written about the high cost of advisor charges, commissions, trailer fees and the lack of transparency for clients to understand what they receive for them.  In the case of the Canadian Securities Administrators (CSA), a number of changes have been implemented… Read more »

Investment Commentary

To the surprise of many, and contrary to polls and financial market sentiment, Britain voted to leave the European Union on June 23, 2016. The immediate reaction was very negative: the S&P/TSX fell 4.7%, the S&P 500 was down 5.6% and the Euro Stoxx 600 fell 10.9%. By June 30, all three markets had bounced… Read more »