The You First Blog

“Someone’s sitting in the shade today because someone planted a tree a long time ago” – Warren Buffett Bank of Canada Raises Overnight Rate to 1.50 Per Cent  The Bank of Canada, as widely expected, hiked its benchmark interest rate on Wednesday. The rate now sits at 1.50 per cent. Two key growth engines –… Read More

This week, the Canadian Securities Administrators (CSA) published a consultation paper of interest to investors of mutual funds. The paper contained three main proposals: Prohibiting Deferred Sales Charge and Low Service Charge Loads Once a staple of the mutual fund industry, many advisors have begun to move away from DSC and LSC, as investment flexibility… Read More

Administrative Updates We have some important administrative updates we’d like to share with you. 1. E-Consent Added to Wealthview Portal The FundEX Wealthview portal now offers clients the option of electronically signing, or e-consenting, to most forms related to your portfolio. There are many advantages for the client: All documents shared from advisor to client,… Read More