The You First Blog

“We really can’t forecast all that well, and yet we pretend that we can, but we really can’t” – Alan Greenspan 2019 Mid-Year Outlook During this time of year, most investment firms release a mid-year or 3rd quarter market outlook. As usual, some indicators are supportive of a rising market, while others are not. We’ve culled… Read More

The 2019 Federal Budget tabled several proposals that will impact the financial, tax and estate plans of Canadians. The following is a summary of the most relevant budget proposals that may impact You First clients: Measures for Individuals Home Buyers’ Plan Withdrawal Limit Increase The home buyers’ plan (HBP) allows first-time home buyers to withdraw… Read More

We would like to wish you and your family a happy new year. We hope to provide you with a brief overview of how investment markets have performed over the past year and to look ahead at what we can expect for 2019. How did markets do in 2018? After an unusually calm year of… Read More

“In the New Year, never forget to thank to your past years because they enabled you to reach today! Without the stairs of the past, you cannot arrive at the future!” – Mehmet Murat Ildan Weekly Update – So Long, 2018 For the last time in 2018, we will leave you with our tax- and investment-related… Read More

“Christmas: The only time of year you can sit in front of a dead tree and eat candy out of socks” – Anonymous Weekly Update – Re-Iterating Our Year-End Financial Planning Checklist With only a few more days left in 2018, it is a good time to revisit tax- and investment-related strategies. We compiled a list of… Read More

“In the old legend the wise men finally boiled down the history of mortal affairs into a single phrase: ‘This too will pass’” – Benjamin Graham   The Stock Market Pulls Back This week, markets pulled back in a noticeable way. The S&P/TSX Composite Index finished down 3.3%; the S&P 500 was down 3.9%; the… Read More