Peace of mind through financial confidence

AFS Insights: Individual Services

Investment Commentary – January 25, 2022

What’s causing the recent market volatility and selloff? Our 2022 road trip just started — did we get a flat tire already? The start of 2022 hasn’t been kind to U.S. equity investors. As of Friday January 21, 2022, early afternoon, the Dow Jones Industrial Average, S&P 500, and NASDAQ Composite price indices were down… Read more »

Have you heard of Responsible Investing?

Responsible Investing (RI) refers to the incorporation of Environmental, Social and Governance (ESG) factors into the selection and management of investments. RI has boomed in recent years as investors have recognized the opportunity for better risk-adjusted returns, while at the same time, contributing to important social and environmental issues. The world of RI is growing,… Read more »

Take stressing about finances out of your plan this summer

Welcome to summer! If there was any way to remind us that we have now started summer, last week’s heat wave definitely got our attention! This summer, the only thing we want you to worry about is if you have enough popsicles in the freezer – your finances shouldn’t be burning you out. We recommend… Read more »

Have you heard of Dying With Dignity Canada?

Dying With Dignity Canada (DWDC) is a the national human-rights charity committed to improving quality of dying, protecting end-of-life rights, and helping Canadians avoid unwanted suffering. End-Of-Life Considerations End-of-life care and choice decisions are a right that is unique to each individual. DWDC strives to provide individuals with information about all options available to them… Read more »

Mental Health Week is May 3-9

CMHA Mental Health Week 2021 It’s the CMHA Mental Health Week, this year the focus is on how naming, expressing, and dealing with our emotions – the ones we like and the ones we don’t – is important for our mental health. Heavy feelings lighten when you put them into words. When we voice our… Read more »

Canadian Federal Budget 2021

News and Views Finance Minister Chrystia Freeland tabled the 2021 Federal Budget on April 19, 2021. It has been a long time coming with the hiatus last year due to the COVID-19 pandemic. The budget deficit is pegged at $354 billion. There has been much speculation about what kinds of revenue-raising measures would be implemented… Read more »

Investment Commentary – March 30, 2021

Thank you for choosing Arbutus Financial as your financial advisory firm. We appreciate your trust and the business that comes with it. An amazing time in our world with Covid-19 and volatile investment markets.  We want to share the following comments with you. A year after the pandemic low, the economy is set to surge. March… Read more »

How much do you know about Fraud Prevention?

Every year, thousands of Canadians fall victim to fraud. Most people don’t think it could happen to them, but fraudsters increasingly use sophisticated methods to target people from all walks of life. More and more of these schemes are being attributed to organized crime. The impact on individuals, families and businesses is devastating – retirement… Read more »

Here’s what you need to know about the 2020 Tax Season

Even with the turbulence of the past year, you can count on one thing always being there. Taxes. This tax season you may be wondering how things will be different due to the COVID-19 pandemic, especially if you ended up working from home. We have your answers! Read on to see what to expect for… Read more »