Peace of mind through financial confidence

AFS Insights: Individual Services

November is Financial Literacy Month

This year marks the 10th anniversary of Financial Literacy Month. It is also a challenging time for many Canadians who may be struggling financially due to the COVD-19 pandemic. The goal this year is to help Canadians gain financial confidence and make informed financial decisions relevant to their circumstances by equipping them with practical tips… Read more »

Investment Commentary – September 30, 2020

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 are healthy and doing well during this very unique time. Global markets continued their recovery during the summer, followed by a slight pullback in September. In Canada, the S&P/TSX Composite… Read more »

Happy Thanksgiving

On behalf of the entire Arbutus Financial team we would like to wish you and your family a safe, happy and healthy Thanksgiving. Each year at Thanksgiving we pause to give thanks for the many blessings in our lives and in particular during this pandemic year extra thanks to our family, friends, and clients for… Read more »

September is National Life Insurance Month

Like most things related to financial planning, life insurance can seem complicated and overwhelming at first. However, much like death and taxes, buying life insurance is a part of life and a crucial element of comprehensive financial planning. Here, we’ve broken it down for you. Always seek help from the professional that you trust at… Read more »

New way to get your Manulife Securities statements online

We have some additional information for you from Manulife regarding their new online access. You may have already received an email from them. Please contact any AFS team member if you have any questions or need help with the new process. Sign up before electronic delivery or your documents on Client Access ends. The online… Read more »

Investment Commentary – June 30, 2020

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 are heathy and doing well during this very unique time.  The stock markets in 2020 have resembled riding a wild roller coaster for investors. Despite a very weak economic outlook… Read more »

Capital Markets Update -Philip Petursson, Manulife Investments

During these unique economic times, the importance of discussing not only challenges, but new opportunities arises. We wanted to share a presentation by Chief Investment Strategist Philip Petursson of Manulife Investments, who was able to share some time on April 13th in an exclusive session with Arbutus Financial. Please see the meeting summary below. Capital… Read more »

Online Support Options for the Young and Young at Heart

With the reality of COVID-19 causing the vast majority of us to stay home, and you have already watched everything on Netflix, you may find this list of resources helpful. Online Resources May we also remind you not to constantly be addicted to the “breaking news”. Turning off phones, PCs and unplugging is important for… Read more »

Covid-19 Support Programs for Individuals

March 20, 2020 If you are like most of us, it’s a bit challenging to figure out what the Government is offering and how it applies to you specifically. There is still much more information to come from the Government to assist with understanding how these programs will work and the timing of when financial… Read more »

Investment Commentary – March 30, 2020

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. How can you weather the turmoil? Investing during volatile times can challenge your… Read more »