Teachings from a Soldier

100th Anniversary remembrance of Vimy Ridge

June 22, 2017

Recently, I had the privilege to attend a special presentation of the 100th Anniversary of Vimy Ridge exhibit at the National War Museum. Prior to attending the exhibit we were treated to a speech by Master Corporal Stuart Dobie. Dobie was sponsored by Scotia Wealth to attend the ceremonies commemorating the 100th Anniversary of Vimy Ridge in France earlier this year.

Master Corporal Dobie recounted his visit: he detailed the many gravesites and battle fields thathe attended and studied. His moving speech captivated the audience and transported us from our existing worries and life to the life of a soldier during world conflicts. It was moving and emotional to say the very least.

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Why I Love Volatility

When safe is risky and volatility is not

June 12, 2017

The following chart shows 10 Year Capital Market Assumptions by Asset Class. It clearly shows that over time long term returns of equity asset classes outperform and are expected to continue to outperform bond and fixed income securities. This is a trend that has been established for well over 100 years. However, as many Canadians are approaching retirement, or are already in retirement that may very well last longer than their working carrier, this is a significant concept to understand and to deal with.

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You’re invited

Did you take a lump sum from your Nortel Pension?

April 3, 2017

We’d love to have you join us for our new workshop on Wednesday April 26th from 12:00pm to 1:00pm.

This new session is geared towards those who took a lump sum from their Nortel Pension. We will be presenting a case study of an investor who took a lump sum commuted value payment in the past that shows how to create income from your LIRA or LIF to last a lifetime. We’ll also help you understand what an advisor can do for you.

A light lunch will be served.

Please contact Erin Boudreault at 613.271.6675 or erin.boudreault@scotiawealth.com to RSVP today.