Peace of mind through financial confidence

AFS Insights: Investment Commentary

Investment Commentary – March 31, 2024

Thank you for choosing Arbutus Financial as your financial advisory firm. We appreciate your trust and the business that comes with it.  The first few months of the year in investment markets have been strong.  We want to share the following comments with you. Global markets stormed out of the gate in the first few… Read more »

Investment Commentary – Sept 30, 2023

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 doing well and had a wonderful Thanksgiving. We want to share the following comments with you about investment markets. What can we expect for the rest… Read more »

Investment Commentary – June 30, 2023

Thank you for choosing Arbutus Financial as your financial advisory firm. We appreciate your trust and the business that comes with it. Q2 was a second successive strong quarter for investors as stocks continued their promising 2023 recovery and bond yields stabilized on growing economic optimism and cooling inflation. U.S. Canadian and global equities closed… Read more »

Investment Commentary – March 31, 2023

Thank you for choosing Arbutus Financial as your financial advisory firm. We appreciate your trust and the business that comes with it.  The first few months of the year have been challenging in a number of ways.  We want to share the following comments with you. Making wise investment choices in uncertain times The first… Read more »

Investment Commentary – December 31, 2022

Happy New Year to you and your family! We hope you have enjoyed a great holiday season, and we wish you and your family all the best in 2023. As we embark on a New Year we want to thank you for choosing Arbutus Financial as your financial advisory firm. We appreciate your trust and… Read more »

Investment Commentary – September 30, 2022

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 doing well and had a wonderful Thanksgiving.  We want to share the following comments with you about the investment markets. What can we expect for the… 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 »

Investment Commentary – December 31, 2020

Happy New Year to you and your family! We hope you have enjoyed a great holiday season, and we wish you and your family all the best in 2021. As we embark on a New Year we want to thank you for choosing Arbutus Financial as your financial advisory firm. We appreciate your trust and… 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 »