Leo’s Blog | The Latest News
Viewpoint from Sentry Investments on the Canadian housing market
As we are hearing more and more media reports about the Canadian housing market and it’s rapid growth, should we be concerned that it is becoming unsustainable? What can happen if there is a shock to the system due to higher interest rates or loss of income? I enclose...
Current State of the Markets
Happy New Year! The opening trading days of 2016 for global stock markets have not been ideal. These large swings in volatility I suspect will continue which may be a challenging turn of events for investors who have grown accustomed to the unusually low levels...
What can investors expect?
What is on the horizon for advisors and investors? POTENTIAL POLICY PRIORITIES OF THE NEW LIBERAL GOVERNMENT On October 19, 2015, the Liberal Party of Canada won 184 seats – enough to form a majority government. The Prime Minister-designate will name a cabinet on...
Take two minutes to assess whether you’re at risk
As a provider of group benefit plans to my corporate clients, health and well-being has become an increasingly important topic of discussion. As a result, I decided to not only send the information below to my corporate clients, but to my personal wealth management...
Recent BMO poll on mortgage affordability
I read an article from Reuters which I found to be of interest and as a result am sharing it with you today. With interest rates at record lows, a Canadian housing market that has not seen a correction in sixteen years, a soft employment market, and a weakened energy...
New probate rules should be more reason to implement proper estate planning measures
Valuing an estate for probate used to be relatively simple in Ontario: executors entered the total value of the estate on the application for probate, signed an accompanying affidavit stating the valuation was correct, and that was it. Not anymore! As of January 1st,...
Security Financial launches it’s social media platform
Happy New Year. I trust the holiday break treated you well. One of my goals for the new year is to communicate my thoughts and ideas on all financial matters ranging from investment themes to estate planning ideas to tax-saving opportunities. More importantly,...
Health and wellness – something to consider
Finally we are having milder days, let's hope it continues. One area of my practice which is gaining momentum is Group Benefits planning. As a Certified Financial Planner one of the areas I provide advice on is a client's drug plan, dental plan, and extended health...
Year-To-Date Market Update
As the saying goes in the stock market…”so goes January, so goes the year in the markets”! After having a great finish to 2013, year-to-date the global stock markets as of February 6, 2014 are as follows: Toronto Composite Index: +0.7% U.S S&P Index: -3.5% Germany...
Your investments should be for your future – not your medical bills
You worked hard to plan for the future and in the process we developed a sound investment plan moving forward. But what would happen to all your plans if you had a heart attack or stroke or were diagnosed with cancer today or a few years from now? How would your...